Dynasty 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 | $5.66M | Buy |
76,893
+6,033
| +9% | +$444K | 0.1% | 55 |
|
2025
Q1 | $5.2M | Sell |
70,860
-592
| -0.8% | -$43.5K | 0.09% | 58 |
|
2024
Q4 | $5.14M | Sell |
71,452
-2,634
| -4% | -$189K | 0.09% | 65 |
|
2024
Q3 | $5.56M | Buy |
74,086
+1,059
| +1% | +$79.5K | 0.17% | 43 |
|
2024
Q2 | $5.26M | Buy |
73,027
+426
| +0.6% | +$30.7K | 0.16% | 51 |
|
2024
Q1 | $5.27M | Buy |
+72,601
| New | +$5.27M | 0.17% | 42 |
|