Concord Wealth Partners’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 | $174K | Buy |
2,365
+19
| +0.8% | +$1.4K | 0.03% | 215 |
|
|
2025
Q1 | $172K | Buy |
2,346
+11
| +0.5% | +$808 | 0.03% | 198 |
|
|
2024
Q4 | $168K | Sell |
2,335
-349
| -13% | -$25.1K | 0.03% | 209 |
|
|
2024
Q3 | $202K | Buy |
2,684
+20
| +0.8% | +$1.5K | 0.03% | 202 |
|
|
2024
Q2 | $192K | Buy |
2,664
+50
| +2% | +$3.6K | 0.03% | 199 |
|
|
2024
Q1 | $190K | Buy |
2,614
+11
| +0.4% | +$799 | 0.03% | 212 |
|
|
2023
Q4 | $191K | Buy |
2,603
+22
| +0.9% | +$1.62K | 0.04% | 199 |
|
|
2023
Q3 | $180K | Buy |
2,581
+2
| +0.1% | +$140 | 0.04% | 209 |
|
|
2023
Q2 | $187K | Buy |
2,579
+434
| +20% | +$31.6K | 0.04% | 201 |
|
|
2023
Q1 | $158K | Sell |
2,145
-209
| -9% | -$15.4K | 0.04% | 191 |
|
|
2022
Q4 | $169K | Buy |
+2,354
| New | +$169K | 0.05% | 176 |
|
|
2022
Q3 | – | Sell |
-1,928
| Closed | -$145K | – | 272 |
|
|
2022
Q2 | $145K | Sell |
1,928
-245
| -11% | -$18.4K | 0.04% | 205 |
|
|
2022
Q1 | $173K | Sell |
2,173
-662
| -23% | -$52.7K | 0.04% | 200 |
|
|
2021
Q4 | $240K | Buy |
2,835
+2,610
| +1,160% | +$221K | 0.06% | 162 |
|
|
2021
Q3 | $19K | Sell |
225
-3
| -1% | -$253 | 0.01% | 377 |
|
|
2021
Q2 | $20K | Buy |
228
+23
| +11% | +$2.02K | 0.01% | 498 |
|
|
2021
Q1 | $17K | Buy |
205
+16
| +8% | +$1.33K | 0.01% | 497 |
|
|
2020
Q4 | $17K | Buy |
+189
| New | +$17K | 0.01% | 324 |
|