Fortis Group Advisors’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 | $62.2K | Hold |
845
| – | – | 0.01% | 237 |
|
2025
Q1 | $62.1K | Hold |
845
| – | – | 0.01% | 206 |
|
2024
Q4 | $60.8K | Hold |
845
| – | – | 0.01% | 212 |
|
2024
Q3 | $63.5K | Hold |
845
| – | – | 0.01% | 201 |
|
2024
Q2 | $60.9K | Hold |
845
| – | – | 0.01% | 200 |
|
2024
Q1 | $61.4K | Sell |
845
-1,405
| -62% | -$102K | 0.01% | 218 |
|
2023
Q4 | $165K | Buy |
+2,250
| New | +$165K | 0.04% | 130 |
|