Cherry Tree 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 | $20.2M | Sell |
273,996
-9,610
| -3% | -$708K | 4.69% | 2 |
|
|
2025
Q1 | $20.8M | Buy |
283,606
+4,844
| +2% | +$356K | 5.02% | 2 |
|
|
2024
Q4 | $20M | Sell |
278,762
-1,886
| -0.7% | -$136K | 4.96% | 2 |
|
|
2024
Q3 | $21.1M | Sell |
280,648
-1,586
| -0.6% | -$119K | 5% | 2 |
|
|
2024
Q2 | $20.3M | Buy |
282,234
+265
| +0.1% | +$19.1K | 5.11% | 2 |
|
|
2024
Q1 | $20.5M | Buy |
281,969
+6,916
| +3% | +$502K | 5.15% | 2 |
|
|
2023
Q4 | $20.2M | Buy |
275,053
+13,028
| +5% | +$958K | 5.41% | 2 |
|
|
2023
Q3 | $18.3M | Buy |
262,025
+22,386
| +9% | +$1.56M | 5.36% | 3 |
|
|
2023
Q2 | $17.4M | Buy |
+239,639
| New | +$17.4M | 5.07% | 3 |
|