Certus 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 | $9.56M | Buy |
129,905
+658
| +0.5% | +$48.4K | 6.16% | 4 |
|
|
2025
Q1 | $9.35M | Sell |
129,247
-9,967
| -7% | -$721K | 6.35% | 3 |
|
|
2024
Q4 | $10.1M | Sell |
139,214
-25,891
| -16% | -$1.87M | 6.74% | 3 |
|
|
2024
Q3 | $12.4M | Buy |
165,105
+46,049
| +39% | +$3.46M | 8.63% | 2 |
|
|
2024
Q2 | $8.58M | Sell |
119,056
-14,323
| -11% | -$1.03M | 6.51% | 4 |
|
|
2024
Q1 | $9.52M | Buy |
133,379
+15,620
| +13% | +$1.11M | 7.57% | 3 |
|
|
2023
Q4 | $8.66M | Sell |
117,759
-19,392
| -14% | -$1.43M | 7.35% | 3 |
|
|
2023
Q3 | $9.57M | Buy |
137,151
+13,736
| +11% | +$958K | 9.15% | 2 |
|
|
2023
Q2 | $8.97M | Buy |
+123,415
| New | +$8.97M | 8.91% | 2 |
|