Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,745
| Closed | -$281K | – | 90 |
|
|
2024
Q3 | $281K | Buy |
+3,745
| New | +$281K | 0.1% | 72 |
|
|
2024
Q1 | – | Sell |
-227,334
| Closed | -$16.7M | – | 93 |
|
|
2023
Q4 | $16.7M | Buy |
227,334
+1,522
| +0.7% | +$112K | 7.4% | 3 |
|
|
2023
Q3 | $15.8M | Sell |
225,812
-2,284
| -1% | -$159K | 7.5% | 3 |
|
|
2023
Q2 | $16.6M | Buy |
+228,096
| New | +$16.6M | 8.57% | 3 |
|