Clearview Wealth Advisors’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 | $229K | Sell |
3,111
-55
| -2% | -$4.05K | 0.16% | 97 |
|
|
2025
Q1 | $233K | Buy |
3,166
+7
| +0.2% | +$514 | 0.17% | 93 |
|
|
2024
Q4 | $227K | Buy |
3,159
+326
| +12% | +$23.4K | 0.17% | 90 |
|
|
2024
Q3 | $213K | Sell |
2,833
-351
| -11% | -$26.4K | 0.16% | 92 |
|
|
2024
Q2 | $229K | Buy |
3,184
+177
| +6% | +$12.8K | 0.2% | 89 |
|
|
2024
Q1 | $218K | Sell |
3,007
-729
| -20% | -$52.9K | 0.22% | 101 |
|
|
2023
Q4 | $275K | Buy |
3,736
+40
| +1% | +$2.94K | 0.32% | 98 |
|
|
2023
Q3 | $258K | Sell |
3,696
-176
| -5% | -$12.3K | 0.32% | 103 |
|
|
2023
Q2 | $281K | Sell |
3,872
-4
| -0.1% | -$291 | 0.29% | 94 |
|
|
2023
Q1 | $286K | Sell |
3,876
-20,039
| -84% | -$1.48M | 0.29% | 98 |
|
|
2022
Q4 | $1.72M | Buy |
+23,915
| New | +$1.72M | 1.33% | 16 |
|