Evermay 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 | – | Sell |
-113
| Closed | -$8.3K | – | 577 |
|
|
2025
Q1 | $8.3K | Buy |
+113
| New | +$8.3K | ﹤0.01% | 459 |
|
|
2024
Q1 | – | Sell |
-25
| Closed | -$1.84K | – | 626 |
|
|
2023
Q4 | $1.84K | Buy |
+25
| New | +$1.84K | ﹤0.01% | 520 |
|
|
2022
Q4 | – | Sell |
-91
| Closed | -$6K | – | 573 |
|
|
2022
Q3 | $6K | Sell |
91
-1,260
| -93% | -$83.1K | ﹤0.01% | 435 |
|
|
2022
Q2 | $102K | Sell |
1,351
-33,879
| -96% | -$2.56M | 0.02% | 216 |
|
|
2022
Q1 | $2.8M | Buy |
35,230
+34,933
| +11,762% | +$2.78M | 0.47% | 25 |
|
|
2021
Q4 | $25K | Buy |
+297
| New | +$25K | ﹤0.01% | 339 |
|