Family Wealth 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 | $1.47M | Buy |
19,914
+5,144
| +35% | +$379K | 0.59% | 32 |
|
|
2025
Q1 | $1.08M | Buy |
14,770
+585
| +4% | +$43K | 0.5% | 32 |
|
|
2024
Q4 | $1.02M | Sell |
14,185
-2,918
| -17% | -$210K | 0.49% | 32 |
|
|
2024
Q3 | $1.28M | Sell |
17,103
-143
| -0.8% | -$10.7K | 0.66% | 32 |
|
|
2024
Q2 | $1.24M | Sell |
17,246
-737
| -4% | -$53.1K | 0.64% | 32 |
|
|
2024
Q1 | $1.31M | Sell |
17,983
-4,416
| -20% | -$321K | 0.74% | 31 |
|
|
2023
Q4 | $1.65M | Buy |
+22,399
| New | +$1.65M | 1.27% | 29 |
|