Capital Advisors 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 | $358K | Buy |
4,859
+18
| +0.4% | +$1.33K | 0.06% | 138 |
|
|
2025
Q1 | $356K | Buy |
4,841
+29
| +0.6% | +$2.13K | 0.06% | 125 |
|
|
2024
Q4 | $346K | Buy |
4,812
+59
| +1% | +$4.24K | 0.06% | 121 |
|
|
2024
Q3 | $357K | Buy |
4,753
+42
| +0.9% | +$3.16K | 0.07% | 114 |
|
|
2024
Q2 | $339K | Buy |
4,711
+90
| +2% | +$6.48K | 0.07% | 114 |
|
|
2024
Q1 | $336K | Buy |
+4,621
| New | +$336K | 0.07% | 109 |
|
|
2022
Q1 | – | Sell |
-12,134
| Closed | -$1.03M | – | 125 |
|
|
2021
Q4 | $1.03M | Sell |
12,134
-49
| -0.4% | -$4.15K | 0.31% | 45 |
|
|
2021
Q3 | $1.04M | Buy |
12,183
+71
| +0.6% | +$6.07K | 0.37% | 41 |
|
|
2021
Q2 | $1.04M | Buy |
12,112
+3,080
| +34% | +$264K | 0.39% | 42 |
|
|
2021
Q1 | $765K | Buy |
+9,032
| New | +$765K | 0.33% | 49 |
|