Endowment 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 | $1.44M | Sell |
19,556
-455
| -2% | -$33.5K | 0.74% | 40 |
|
|
2025
Q1 | $1.47M | Buy |
20,011
+910
| +5% | +$66.8K | 0.95% | 33 |
|
|
2024
Q4 | $1.37M | Buy |
19,101
+1,453
| +8% | +$104K | 0.92% | 29 |
|
|
2024
Q3 | $1.33M | Buy |
17,648
+853
| +5% | +$64.1K | 0.87% | 33 |
|
|
2024
Q2 | $1.21M | Buy |
16,795
+299
| +2% | +$21.5K | 0.88% | 32 |
|
|
2024
Q1 | $1.2M | Buy |
16,496
+3,403
| +26% | +$247K | 0.9% | 30 |
|
|
2023
Q4 | $963K | Sell |
13,093
-1,700
| -11% | -$125K | 0.8% | 32 |
|
|
2023
Q3 | $1.03M | Buy |
14,793
+424
| +3% | +$29.6K | 0.93% | 29 |
|
|
2023
Q2 | $1.04M | Buy |
14,369
+813
| +6% | +$59.1K | 0.96% | 25 |
|
|
2023
Q1 | $993K | Sell |
13,556
-440
| -3% | -$32.2K | 1% | 24 |
|
|
2022
Q4 | $1.01M | Sell |
13,996
-40
| -0.3% | -$2.87K | 1.11% | 21 |
|
|
2022
Q3 | $1M | Buy |
14,036
+138
| +1% | +$9.84K | 1.21% | 19 |
|
|
2022
Q2 | $1.05M | Buy |
13,898
+228
| +2% | +$17.2K | 1.26% | 18 |
|
|
2022
Q1 | $1.09M | Buy |
13,670
+533
| +4% | +$42.4K | 1.14% | 19 |
|
|
2021
Q4 | $1.11M | Buy |
+13,137
| New | +$1.11M | 1.13% | 23 |
|