Brass Tax 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 | $17.8M | Sell |
242,393
-3,154
| -1% | -$232K | 3.44% | 7 |
|
|
2025
Q1 | $18M | Buy |
245,547
+6,740
| +3% | +$495K | 3.79% | 6 |
|
|
2024
Q4 | $17.2M | Sell |
238,807
-169,170
| -41% | -$12.2M | 3.61% | 7 |
|
|
2024
Q3 | $30.6M | Buy |
407,977
+373,609
| +1,087% | +$28.1M | 6.56% | 3 |
|
|
2024
Q2 | $2.48M | Buy |
34,368
+22,480
| +189% | +$1.62M | 1.07% | 20 |
|
|
2024
Q1 | $863K | Buy |
+11,888
| New | +$863K | 0.45% | 33 |
|