GeoWealth 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 | $1.55M | Sell |
21,089
-32,118
| -60% | -$2.36M | 0.06% | 185 |
|
|
2025
Q1 | $3.91M | Buy |
53,207
+35,635
| +203% | +$2.62M | 0.16% | 87 |
|
|
2024
Q4 | $1.26M | Sell |
17,572
-895
| -5% | -$64.4K | 0.04% | 255 |
|
|
2024
Q3 | $1.39M | Sell |
18,467
-3,068
| -14% | -$230K | 0.05% | 238 |
|
|
2024
Q2 | $1.55M | Buy |
21,535
+489
| +2% | +$35.2K | 0.07% | 193 |
|
|
2024
Q1 | $1.53M | Sell |
21,046
-11,728
| -36% | -$852K | 0.06% | 221 |
|
|
2023
Q4 | $2.41M | Sell |
32,774
-3,758
| -10% | -$276K | 0.2% | 106 |
|
|
2023
Q3 | $2.55M | Sell |
36,532
-774
| -2% | -$54K | 0.29% | 84 |
|
|
2023
Q2 | $2.71M | Buy |
37,306
+9,551
| +34% | +$694K | 0.29% | 71 |
|
|
2023
Q1 | $2.05M | Sell |
27,755
-665
| -2% | -$49.1K | 0.24% | 67 |
|
|
2022
Q4 | $2.04M | Sell |
28,420
-13,832
| -33% | -$993K | 0.22% | 77 |
|
|
2022
Q3 | $3.01M | Sell |
42,252
-7,235
| -15% | -$516K | 0.33% | 63 |
|
|
2022
Q2 | $3.73M | Sell |
49,487
-11,954
| -19% | -$900K | 0.5% | 51 |
|
|
2022
Q1 | $4.89M | Sell |
61,441
-9,492
| -13% | -$755K | 0.43% | 61 |
|
|
2021
Q4 | $6.01M | Sell |
70,933
-9,393
| -12% | -$796K | 0.49% | 54 |
|
|
2021
Q3 | $6.86M | Buy |
80,326
+2,640
| +3% | +$226K | 0.57% | 55 |
|
|
2021
Q2 | $6.67M | Sell |
77,686
-2,495
| -3% | -$214K | 0.84% | 32 |
|
|
2021
Q1 | $6.79M | Buy |
80,181
+3,911
| +5% | +$331K | 1.06% | 25 |
|
|
2020
Q4 | $6.73M | Buy |
+76,270
| New | +$6.73M | 1.08% | 26 |
|