Centurion 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 | $1.2M | Sell |
16,337
-2,097
| -11% | -$154K | 0.34% | 65 |
|
2025
Q1 | $1.33M | Hold |
18,434
| – | – | 0.41% | 50 |
|
2024
Q4 | $1.33M | Sell |
18,434
-5,351
| -22% | -$385K | 0.41% | 50 |
|
2024
Q3 | $1.79M | Buy |
+23,785
| New | +$1.79M | 0.57% | 39 |
|
2024
Q1 | $4.99M | Buy |
68,647
+20,309
| +42% | +$1.48M | 1.97% | 14 |
|
2023
Q4 | $3.56M | Sell |
48,338
-6,864
| -12% | -$505K | 1.52% | 15 |
|
2023
Q3 | $3.85M | Sell |
55,202
-1,722
| -3% | -$120K | 1.89% | 13 |
|
2023
Q2 | $4.14M | Sell |
56,924
-1,454
| -2% | -$106K | 2% | 12 |
|
2023
Q1 | $4.31M | Buy |
58,378
+23,184
| +66% | +$1.71M | 2.18% | 11 |
|
2022
Q4 | $2.53M | Buy |
+35,194
| New | +$2.53M | 1.43% | 20 |
|