GoalFusion 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 | $3.23M | Sell |
43,820
-9,166
| -17% | -$675K | 1.66% | 11 |
|
|
2025
Q1 | $3.89M | Sell |
52,986
-15,074
| -22% | -$1.11M | 2.13% | 11 |
|
|
2024
Q4 | $4.89M | Buy |
68,060
+1,399
| +2% | +$101K | 2.67% | 8 |
|
|
2024
Q3 | $5.01M | Buy |
66,661
+13,761
| +26% | +$1.03M | 2.77% | 8 |
|
|
2024
Q2 | $3.81M | Sell |
52,900
-15,779
| -23% | -$1.14M | 2.37% | 10 |
|
|
2024
Q1 | $4.99M | Buy |
68,679
+19,577
| +40% | +$1.42M | 3.18% | 8 |
|
|
2023
Q4 | $3.62M | Buy |
49,102
+5,118
| +12% | +$377K | 2.47% | 10 |
|
|
2023
Q3 | $3.07M | Buy |
43,984
+8,179
| +23% | +$571K | 2.28% | 10 |
|
|
2023
Q2 | $2.6M | Buy |
35,805
+1,319
| +4% | +$95.9K | 1.92% | 11 |
|
|
2023
Q1 | $2.55M | Buy |
34,486
+5,208
| +18% | +$385K | 2% | 11 |
|
|
2022
Q4 | $2.17M | Buy |
29,278
+15,677
| +115% | +$1.16M | 1.75% | 9 |
|
|
2022
Q3 | $970K | Buy |
13,601
+36
| +0.3% | +$2.57K | 0.92% | 10 |
|
|
2022
Q2 | $1.02M | Sell |
13,565
-3,647
| -21% | -$275K | 0.96% | 10 |
|
|
2022
Q1 | $1.37M | Sell |
17,212
-9,021
| -34% | -$718K | 1.18% | 10 |
|
|
2021
Q4 | $2.22M | Buy |
+26,233
| New | +$2.22M | 2.18% | 7 |
|