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