Golden State Equity Partners’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 | $589K | Buy |
8,005
+56
| +0.7% | +$4.12K | 0.11% | 225 |
|
|
2025
Q1 | $584K | Sell |
7,949
-212
| -3% | -$15.6K | 0.12% | 218 |
|
|
2024
Q4 | $587K | Sell |
8,161
-735
| -8% | -$52.9K | 0.11% | 204 |
|
|
2024
Q3 | $668K | Buy |
8,896
+801
| +10% | +$60.2K | 0.35% | 50 |
|
|
2024
Q2 | $583K | Buy |
+8,095
| New | +$583K | 0.12% | 183 |
|
|
2023
Q4 | $309K | Sell |
4,202
-322
| -7% | -$23.7K | 0.08% | 273 |
|
|
2023
Q3 | $316K | Buy |
4,524
+191
| +4% | +$13.3K | 0.09% | 247 |
|
|
2023
Q2 | $315K | Sell |
4,333
-1,212
| -22% | -$88.1K | 0.09% | 256 |
|
|
2023
Q1 | $409K | Buy |
+5,545
| New | +$409K | 0.22% | 115 |
|
|
2021
Q4 | – | Sell |
-2,400
| Closed | -$205K | – | 189 |
|
|
2021
Q3 | $205K | Buy |
+2,400
| New | +$205K | 0.08% | 214 |
|