Beaird Harris 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
Q2 | $416K | Buy |
5,655
+8
| +0.1% | +$589 | 0.03% | 99 |
|
|
2025
Q1 | $415K | Sell |
5,647
-1,280
| -18% | -$94K | 0.04% | 91 |
|
|
2024
Q4 | $498K | Buy |
6,927
+3,363
| +94% | +$242K | 0.04% | 88 |
|
|
2024
Q3 | $268K | Buy |
3,564
+175
| +5% | +$13.1K | 0.02% | 123 |
|
|
2024
Q2 | $244K | Sell |
3,389
-368
| -10% | -$26.5K | 0.02% | 115 |
|
|
2024
Q1 | $273K | Buy |
3,757
+284
| +8% | +$20.6K | 0.03% | 102 |
|
|
2023
Q4 | $255K | Sell |
3,473
-14
| -0.4% | -$1.03K | 0.03% | 100 |
|
|
2023
Q3 | $243K | Sell |
3,487
-168
| -5% | -$11.7K | 0.03% | 89 |
|
|
2023
Q2 | $266K | Sell |
3,655
-462
| -11% | -$33.6K | 0.03% | 84 |
|
|
2023
Q1 | $304K | Buy |
4,117
+438
| +12% | +$32.3K | 0.05% | 72 |
|
|
2022
Q4 | $264K | Buy |
3,679
+19
| +0.5% | +$1.37K | 0.05% | 74 |
|
|
2022
Q3 | $261K | Sell |
3,660
-186
| -5% | -$13.3K | 0.06% | 68 |
|
|
2022
Q2 | $289K | Sell |
3,846
-294
| -7% | -$22.1K | 0.08% | 56 |
|
|
2022
Q1 | $329K | Sell |
4,140
-4,692
| -53% | -$373K | 0.12% | 62 |
|
|
2021
Q4 | $749K | Buy |
+8,832
| New | +$749K | 0.27% | 49 |
|