Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,734
| Closed | -$205K | – | 89 |
|
|
2024
Q3 | $205K | Sell |
2,734
-2,489
| -48% | -$187K | 0.09% | 84 |
|
|
2024
Q2 | $376K | Sell |
5,223
-1,522
| -23% | -$110K | 0.17% | 71 |
|
|
2024
Q1 | $490K | Sell |
6,745
-2,213
| -25% | -$161K | 0.23% | 63 |
|
|
2023
Q4 | $659K | Sell |
8,958
-4,941
| -36% | -$363K | 0.33% | 49 |
|
|
2023
Q3 | $970K | Sell |
13,899
-1,799
| -11% | -$126K | 0.51% | 40 |
|
|
2023
Q2 | $1.14M | Sell |
15,698
-2,149
| -12% | -$156K | 0.58% | 30 |
|
|
2023
Q1 | $1.32M | Sell |
17,847
-6,267
| -26% | -$463K | 0.79% | 25 |
|
|
2022
Q4 | $1.73M | Buy |
+24,114
| New | +$1.73M | 1.26% | 20 |
|