FSA 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 | $829K | Sell |
11,262
-3,579
| -24% | -$264K | 0.32% | 19 |
|
|
2025
Q1 | $1.09M | Buy |
14,841
+24
| +0.2% | +$1.76K | 0.46% | 19 |
|
|
2024
Q4 | $1.07M | Buy |
14,817
+2,213
| +18% | +$159K | 0.43% | 19 |
|
|
2024
Q3 | $947K | Buy |
+12,604
| New | +$947K | 0.38% | 19 |
|
|
2024
Q1 | $1.24M | Hold |
17,043
| – | – | 0.54% | 17 |
|
|
2023
Q4 | $1.25M | Sell |
17,043
-4,377
| -20% | -$322K | 0.6% | 15 |
|
|
2023
Q3 | $1.49M | Buy |
21,420
+620
| +3% | +$43.3K | 0.84% | 13 |
|
|
2023
Q2 | $1.51M | Sell |
20,800
-343
| -2% | -$24.9K | 0.82% | 13 |
|
|
2023
Q1 | $1.56M | Hold |
21,143
| – | – | 0.91% | 13 |
|
|
2022
Q4 | $1.52M | Buy |
+21,143
| New | +$1.52M | 0.88% | 14 |
|
|
2022
Q3 | – | Sell |
-26,488
| Closed | -$1.99M | – | 49 |
|
|
2022
Q2 | $1.99M | Sell |
26,488
-92,703
| -78% | -$6.98M | 5.53% | 6 |
|
|
2022
Q1 | $10.1M | Hold |
119,191
| – | – | 5.89% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
119,191
+750
| +0.6% | +$63.6K | 5.89% | 4 |
|
|
2021
Q3 | $10.1M | Buy |
118,441
+4,068
| +4% | +$348K | 6.3% | 4 |
|
|
2021
Q2 | $9.82M | Buy |
114,373
+3,631
| +3% | +$312K | 6.17% | 4 |
|
|
2021
Q1 | $9.38M | Sell |
110,742
-66,422
| -37% | -$5.63M | 6.28% | 4 |
|
|
2020
Q4 | $15.6M | Buy |
177,164
+4,058
| +2% | +$358K | 7.81% | 4 |
|
|
2020
Q3 | $15.3M | Sell |
173,106
-858
| -0.5% | -$75.7K | 9.81% | 4 |
|
|
2020
Q2 | $15.4M | Sell |
173,964
-2,840
| -2% | -$251K | 10.46% | 3 |
|
|
2020
Q1 | $15.1M | Buy |
176,804
+15,011
| +9% | +$1.28M | 12.64% | 3 |
|
|
2019
Q4 | $13.6M | Buy |
+161,793
| New | +$13.6M | 9.56% | 4 |
|