Atticus Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$7.21K 518
2024
Q4
$7.21K Buy
100
+1
+1% +$72 ﹤0.01% 407
2024
Q3
$7.44K Buy
99
+1
+1% +$75 ﹤0.01% 410
2024
Q2
$7.07K Buy
98
+1
+1% +$72 ﹤0.01% 408
2024
Q1
$7.07K Sell
97
-49
-34% -$3.57K ﹤0.01% 426
2023
Q4
$10.7K Buy
146
+97
+198% +$7.14K ﹤0.01% 394
2023
Q3
$3.42K Hold
49
﹤0.01% 470
2023
Q2
$3.56K Hold
49
﹤0.01% 462
2023
Q1
$3.62K Hold
49
﹤0.01% 450
2022
Q4
$3.52K Sell
49
-210
-81% -$15.1K ﹤0.01% 437
2022
Q3
$19K Hold
259
0.01% 315
2022
Q2
$19K Sell
259
-7,113
-96% -$522K 0.01% 344
2022
Q1
$586K Buy
+7,372
New +$586K 0.21% 72
2020
Q1
Sell
-1,585
Closed -$133K 322
2019
Q4
$133K Buy
+1,585
New +$133K 0.08% 111