Clay Northam 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 | $275K | Sell |
3,737
-25
| -0.7% | -$1.84K | 0.18% | 70 |
|
|
2025
Q1 | $276K | Sell |
3,762
-25
| -0.7% | -$1.84K | 0.19% | 63 |
|
|
2024
Q4 | $272K | Sell |
3,787
-145
| -4% | -$10.4K | 0.18% | 70 |
|
|
2024
Q3 | $295K | Buy |
3,932
+14
| +0.4% | +$1.05K | 0.2% | 62 |
|
|
2024
Q2 | $282K | Hold |
3,918
| – | – | 0.21% | 60 |
|
|
2024
Q1 | $285K | Buy |
3,918
+20
| +0.5% | +$1.45K | 0.23% | 63 |
|
|
2023
Q4 | $287K | Sell |
3,898
-460
| -11% | -$33.8K | 0.26% | 59 |
|
|
2023
Q3 | $304K | Hold |
4,358
| – | – | 0.3% | 53 |
|
|
2023
Q2 | $317K | Hold |
4,358
| – | – | 0.3% | 51 |
|
|
2023
Q1 | $322K | Hold |
4,358
| – | – | 0.33% | 52 |
|
|
2022
Q4 | $313K | Sell |
4,358
-450
| -9% | -$32.3K | 0.36% | 49 |
|
|
2022
Q3 | $343K | Hold |
4,808
| – | – | 0.43% | 50 |
|
|
2022
Q2 | $362K | Buy |
4,808
+20
| +0.4% | +$1.51K | 0.45% | 48 |
|
|
2022
Q1 | $381K | Hold |
4,788
| – | – | 0.39% | 52 |
|
|
2021
Q4 | $406K | Buy |
+4,788
| New | +$406K | 0.38% | 54 |
|