Cahill 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
Q1 | $3.07M | Sell |
41,813
-4,436
| -10% | -$326K | 1.56% | 12 |
|
|
2024
Q4 | $3.33M | Sell |
46,249
-6,874
| -13% | -$494K | 1.7% | 12 |
|
|
2024
Q3 | $3.99M | Sell |
53,123
-4,503
| -8% | -$338K | 2.06% | 10 |
|
|
2024
Q2 | $4.15M | Sell |
57,626
-786
| -1% | -$56.6K | 2.48% | 8 |
|
|
2024
Q1 | $4.24M | Sell |
58,412
-3,917
| -6% | -$284K | 2.47% | 8 |
|
|
2023
Q4 | $4.58M | Sell |
62,329
-10,480
| -14% | -$771K | 3.08% | 7 |
|
|
2023
Q3 | $5.08M | Sell |
72,809
-1,019
| -1% | -$71.1K | 3.9% | 6 |
|
|
2023
Q2 | $5.37M | Buy |
73,828
+2,554
| +4% | +$186K | 3.7% | 7 |
|
|
2023
Q1 | $5.26M | Buy |
71,274
+856
| +1% | +$63.2K | 3.89% | 7 |
|
|
2022
Q4 | $5.15M | Buy |
70,418
+59,665
| +555% | +$4.36M | 3.74% | 7 |
|
|
2022
Q3 | $767K | Buy |
10,753
+486
| +5% | +$34.7K | 0.68% | 22 |
|
|
2022
Q2 | $772K | Buy |
+10,267
| New | +$772K | 0.65% | 24 |
|