Daymark 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 | $4.27M | Buy |
58,055
+45,628
| +367% | +$3.36M | 0.16% | 113 |
|
2025
Q1 | $913K | Buy |
12,427
+5,461
| +78% | +$401K | 0.04% | 251 |
|
2024
Q4 | $501K | Sell |
6,966
-4,909
| -41% | -$353K | 0.02% | 319 |
|
2024
Q3 | $892K | Sell |
11,875
-239
| -2% | -$18K | 0.04% | 260 |
|
2024
Q2 | $873K | Buy |
12,114
+8,036
| +197% | +$579K | 0.04% | 255 |
|
2024
Q1 | $296K | Sell |
4,078
-197
| -5% | -$14.3K | 0.02% | 345 |
|
2023
Q4 | $314K | Sell |
4,275
-2,858
| -40% | -$210K | 0.02% | 315 |
|
2023
Q3 | $498K | Buy |
7,133
+125
| +2% | +$8.72K | 0.03% | 244 |
|
2023
Q2 | $509K | Sell |
7,008
-1,503
| -18% | -$109K | 0.04% | 234 |
|
2023
Q1 | $628K | Buy |
+8,511
| New | +$628K | 0.08% | 166 |
|