Beacon Wealthcare LLC’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
Q2 | $659K | Sell |
8,954
-1,402
| -14% | -$103K | 0.25% | 15 |
|
|
2025
Q1 | $761K | Hold |
10,356
| – | – | 0.31% | 12 |
|
|
2024
Q4 | $745K | Sell |
10,356
-1
| -0% | -$72 | 0.3% | 12 |
|
|
2024
Q3 | $778K | Hold |
10,357
| – | – | 0.31% | 12 |
|
|
2024
Q2 | $746K | Sell |
10,357
-3,579
| -26% | -$258K | 0.33% | 12 |
|
|
2024
Q1 | $1.01M | Sell |
13,936
-10,127
| -42% | -$736K | 0.46% | 10 |
|
|
2023
Q4 | $1.77M | Buy |
+24,063
| New | +$1.77M | 0.85% | 10 |
|