Evoke Wealth’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 | $1.21M | Sell |
16,497
-972
| -6% | -$71.6K | 0.03% | 205 |
|
|
2025
Q1 | $1.28M | Buy |
17,469
+8,223
| +89% | +$604K | 0.03% | 171 |
|
|
2024
Q4 | $665K | Buy |
9,246
+4,043
| +78% | +$291K | 0.02% | 220 |
|
|
2024
Q3 | $391K | Buy |
+5,203
| New | +$391K | 0.01% | 292 |
|
|
2024
Q2 | – | Sell |
-2,865
| Closed | -$208K | – | 136 |
|
|
2024
Q1 | $208K | Buy |
+2,865
| New | +$208K | 0.01% | 373 |
|
|
2023
Q4 | – | Sell |
-82,214
| Closed | -$5.74M | – | 123 |
|
|
2023
Q3 | $5.74M | Buy |
82,214
+76,884
| +1,442% | +$5.37M | 0.2% | 58 |
|
|
2023
Q2 | $387K | Buy |
5,330
+31
| +0.6% | +$2.25K | 0.01% | 248 |
|
|
2023
Q1 | $391K | Sell |
5,299
-6,501
| -55% | -$480K | 0.01% | 241 |
|
|
2022
Q4 | $848K | Sell |
11,800
-2,615
| -18% | -$188K | 0.03% | 177 |
|
|
2022
Q3 | $1.03M | Buy |
14,415
+70
| +0.5% | +$4.99K | 0.04% | 152 |
|
|
2022
Q2 | $1.08M | Hold |
14,345
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $1.14M | Sell |
14,345
-3,080
| -18% | -$245K | 0.04% | 159 |
|
|
2021
Q4 | $1.48M | Buy |
17,425
+2,430
| +16% | +$206K | 0.05% | 141 |
|
|
2021
Q3 | $1.28M | Buy |
14,995
+3,335
| +29% | +$285K | 0.05% | 151 |
|
|
2021
Q2 | $1M | Buy |
11,660
+5,040
| +76% | +$433K | 0.04% | 176 |
|
|
2021
Q1 | $561K | Buy |
6,620
+4,985
| +305% | +$422K | 0.03% | 203 |
|
|
2020
Q4 | $144K | Buy |
+1,635
| New | +$144K | 0.01% | 264 |
|