Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Sell |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $765K | Buy |
|