Carolinas Wealth Consulting’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 | – | Sell |
-7,093
| Closed | -$521K | – | 104 |
|
|
2025
Q1 | $521K | Buy |
7,093
+44
| +0.6% | +$3.23K | 0.11% | 95 |
|
|
2024
Q4 | $507K | Buy |
7,049
+86
| +1% | +$6.18K | 0.1% | 104 |
|
|
2024
Q3 | $523K | Sell |
6,963
-604
| -8% | -$45.4K | 0.09% | 107 |
|
|
2024
Q2 | $545K | Buy |
7,567
+730
| +11% | +$52.6K | 0.11% | 98 |
|
|
2024
Q1 | $497K | Buy |
6,837
+39
| +0.6% | +$2.83K | 0.1% | 99 |
|
|
2023
Q4 | $500K | Buy |
6,798
+57
| +0.8% | +$4.19K | 0.11% | 90 |
|
|
2023
Q3 | $462K | Sell |
6,741
-467
| -6% | -$32K | 0.12% | 89 |
|
|
2023
Q2 | $524K | Buy |
7,208
+50
| +0.7% | +$3.63K | 0.1% | 99 |
|
|
2023
Q1 | $529K | Buy |
7,158
+30
| +0.4% | +$2.22K | 0.11% | 99 |
|
|
2022
Q4 | $512K | Buy |
7,128
+60
| +0.8% | +$4.31K | 0.12% | 97 |
|
|
2022
Q3 | $504K | Buy |
7,068
+40
| +0.6% | +$2.85K | 0.13% | 88 |
|
|
2022
Q2 | $529K | Buy |
7,028
+41
| +0.6% | +$3.09K | 0.13% | 83 |
|
|
2022
Q1 | $556K | Buy |
6,987
+21
| +0.3% | +$1.67K | 0.12% | 84 |
|
|
2021
Q4 | $590K | Buy |
6,966
+50
| +0.7% | +$4.24K | 0.13% | 85 |
|
|
2021
Q3 | $591K | Buy |
6,916
+6,376
| +1,181% | +$545K | 0.14% | 75 |
|
|
2021
Q2 | $46K | Hold |
540
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $46K | Sell |
540
-335
| -38% | -$28.5K | 0.01% | 375 |
|
|
2020
Q4 | $77K | Buy |
875
+1
| +0.1% | +$88 | 0.02% | 265 |
|
|
2020
Q3 | $77K | Buy |
874
+112
| +15% | +$9.87K | 0.03% | 220 |
|
|
2020
Q2 | $67K | Hold |
762
| – | – | 0.03% | 174 |
|
|
2020
Q1 | $65K | Buy |
+762
| New | +$65K | 0.04% | 121 |
|