Cascade Financial Partners’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 | $2.6M | Sell |
35,312
-15,503
| -31% | -$1.14M | 0.31% | 65 |
|
|
2025
Q1 | $3.73M | Sell |
50,815
-5,947
| -10% | -$437K | 0.47% | 43 |
|
|
2024
Q4 | $4.08M | Buy |
56,762
+3,625
| +7% | +$261K | 0.53% | 36 |
|
|
2024
Q3 | $3.9M | Buy |
53,137
+3,034
| +6% | +$223K | 0.49% | 38 |
|
|
2024
Q2 | $3.61M | Sell |
50,103
-2,053
| -4% | -$148K | 0.47% | 40 |
|
|
2024
Q1 | $3.71M | Buy |
+52,156
| New | +$3.71M | 0.54% | 37 |
|