Bordeaux Wealth Advisors’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 | $3.82M | Buy |
51,915
+628
| +1% | +$46.2K | 0.49% | 27 |
|
|
2025
Q1 | $3.77M | Sell |
51,287
-2,338
| -4% | -$172K | 0.7% | 26 |
|
|
2024
Q4 | $3.86M | Sell |
53,625
-7,662
| -13% | -$551K | 0.62% | 27 |
|
|
2024
Q3 | $4.6M | Buy |
61,287
+9,788
| +19% | +$735K | 0.83% | 25 |
|
|
2024
Q2 | $3.71M | Buy |
+51,499
| New | +$3.71M | 0.71% | 26 |
|
|
2023
Q1 | – | Sell |
-9,896
| Closed | -$711K | – | 101 |
|
|
2022
Q4 | $711K | Buy |
+9,896
| New | +$711K | 0.39% | 38 |
|
|
2021
Q4 | – | Sell |
-3,464
| Closed | -$296K | – | 98 |
|
|
2021
Q3 | $296K | Buy |
3,464
+54
| +2% | +$4.61K | 0.17% | 64 |
|
|
2021
Q2 | $293K | Sell |
3,410
-40
| -1% | -$3.44K | 0.17% | 65 |
|
|
2021
Q1 | $292K | Sell |
3,450
-2,038
| -37% | -$172K | 0.2% | 56 |
|
|
2020
Q4 | $484K | Buy |
+5,488
| New | +$484K | 0.36% | 44 |
|