Castleview 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
Q1 | – | Sell |
-257
| Closed | -$18.5K | – | 224 |
|
|
2024
Q4 | $18.5K | Hold |
257
| – | – | 0.01% | 479 |
|
|
2024
Q3 | $19.3K | Hold |
257
| – | – | 0.01% | 450 |
|
|
2024
Q2 | $18.5K | Hold |
257
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $18.7K | Hold |
257
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $18.9K | Sell |
257
-2,916
| -92% | -$214K | 0.01% | 443 |
|
|
2023
Q3 | $221K | Buy |
3,173
+2,916
| +1,135% | +$203K | 0.2% | 105 |
|
|
2023
Q2 | $18.7K | Hold |
257
| – | – | 0.02% | 366 |
|
|
2023
Q1 | $19K | Hold |
257
| – | – | 0.02% | 353 |
|
|
2022
Q4 | $18.5K | Hold |
257
| – | – | 0.02% | 306 |
|
|
2022
Q3 | $18K | Buy |
257
+13
| +5% | +$911 | 0.02% | 327 |
|
|
2022
Q2 | $9.96K | Sell |
244
-13
| -5% | -$530 | 0.01% | 455 |
|
|
2022
Q1 | $20K | Sell |
257
-41,651
| -99% | -$3.24M | 0.01% | 429 |
|
|
2021
Q4 | $494 | Buy |
+41,908
| New | +$494 | ﹤0.01% | 527 |
|