GoalVest Advisory’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
Q1 | – | Sell |
-32
| Closed | -$2.3K | – | 506 |
|
|
2024
Q4 | $2.3K | Buy |
+32
| New | +$2.3K | ﹤0.01% | 339 |
|
|
2024
Q1 | – | Sell |
-208
| Closed | -$15.3K | – | 418 |
|
|
2023
Q4 | $15.3K | Sell |
208
-23
| -10% | -$1.69K | 0.01% | 230 |
|
|
2023
Q3 | $16.1K | Buy |
+231
| New | +$16.1K | 0.01% | 235 |
|
|
2023
Q2 | – | Sell |
-430
| Closed | -$31.7K | – | 367 |
|
|
2023
Q1 | $31.7K | Buy |
+430
| New | +$31.7K | 0.02% | 138 |
|
|
2021
Q2 | $46K | Buy |
+531
| New | +$46K | 0.03% | 149 |
|