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 |
|