Golden State 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 | $50.4K | Sell |
685
-6,122
| -90% | -$451K | 0.01% | 640 |
|
|
2025
Q1 | $500K | Buy |
6,807
+6,333
| +1,336% | +$465K | 0.07% | 204 |
|
|
2024
Q4 | $34.1K | Buy |
+474
| New | +$34.1K | 0.01% | 648 |
|
|
2022
Q1 | $829K | Buy |
10,424
+2,764
| +36% | +$220K | 0.16% | 126 |
|
|
2021
Q4 | $649K | Sell |
7,660
-499
| -6% | -$42.3K | 0.11% | 173 |
|
|
2021
Q3 | $697K | Sell |
8,159
-73
| -0.9% | -$6.24K | 0.15% | 131 |
|
|
2021
Q2 | $707K | Buy |
8,232
+4,455
| +118% | +$383K | 0.16% | 125 |
|
|
2021
Q1 | $319K | Buy |
3,777
+202
| +6% | +$17.1K | 0.11% | 140 |
|
|
2020
Q4 | $315K | Sell |
3,575
-112
| -3% | -$9.87K | 0.09% | 172 |
|
|
2020
Q3 | $325K | Sell |
3,687
-29,181
| -89% | -$2.57M | 0.11% | 136 |
|
|
2020
Q2 | $2.51M | Buy |
32,868
+30,251
| +1,156% | +$2.31M | 0.81% | 20 |
|
|
2020
Q1 | $223K | Buy |
+2,617
| New | +$223K | 0.1% | 145 |
|
|
2019
Q4 | – | Sell |
-35,280
| Closed | -$2.98M | – | 151 |
|
|
2019
Q3 | $2.98M | Sell |
35,280
-1,787
| -5% | -$151K | 0.98% | 22 |
|
|
2019
Q2 | $3.08M | Buy |
37,067
+1,479
| +4% | +$123K | 0.98% | 21 |
|
|
2019
Q1 | $2.89M | Buy |
+35,588
| New | +$2.89M | 0.97% | 22 |
|