Capasso Planning Partners’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$477K Buy
2024
Q4
Sell
2024
Q3
$363K Sell
2024
Q2
$431K Buy
2024
Q1
$351K Buy
2023
Q4
$348K Hold
2023
Q3
$330K Buy
2023
Q2
$344K Sell
2023
Q1
$443K Sell
2022
Q4
$441K Sell
2022
Q3
$439K Buy