Falcon Wealth Planning’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $574K | Buy |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $25.9M | Buy |
|
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|
2023
Q4 | $21.9M | Buy |
|
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|
2023
Q3 | $18.7M | Buy |
|
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|
2023
Q2 | $14.6M | Buy |
|
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|
2023
Q1 | $13.3M | Buy |
|
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|
2022
Q4 | $10.7M | Buy |
|
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|
2022
Q3 | $8.67M | Buy |
|
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|
2022
Q2 | $8.12M | Sell |
|
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|
2022
Q1 | $9.2M | Buy |
|
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|
2021
Q4 | $8.09M | Buy |
|
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $5.3M | Buy |
|
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $3.45M | Buy |
|