EnRich Financial 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 | $322K | Hold |
4,378
| – | – | 0.1% | 46 |
|
|
2025
Q1 | $322K | Buy |
4,378
+462
| +12% | +$33.9K | 0.11% | 43 |
|
|
2024
Q4 | $282K | Hold |
3,916
| – | – | 0.09% | 44 |
|
|
2024
Q3 | $294K | Hold |
3,916
| – | – | 0.1% | 44 |
|
|
2024
Q2 | $282K | Buy |
3,916
+813
| +26% | +$58.6K | 0.1% | 42 |
|
|
2024
Q1 | $225K | Hold |
3,103
| – | – | 0.08% | 49 |
|
|
2023
Q4 | $228K | Buy |
+3,103
| New | +$228K | 0.1% | 47 |
|