Guardian Wealth Advisors (North Carolina)’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 | $369K | Buy |
5,012
+754
| +18% | +$55.5K | 0.03% | 239 |
|
|
2025
Q1 | $313K | Sell |
4,258
-7,567
| -64% | -$556K | 0.03% | 246 |
|
|
2024
Q4 | $850K | Buy |
11,825
+77
| +0.7% | +$5.54K | 0.07% | 144 |
|
|
2024
Q3 | $882K | Sell |
11,748
-700
| -6% | -$52.6K | 0.09% | 115 |
|
|
2024
Q2 | $897K | Hold |
12,448
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $904K | Sell |
12,448
-593
| -5% | -$43.1K | 0.11% | 108 |
|
|
2023
Q4 | $959K | Hold |
13,041
| – | – | 0.15% | 88 |
|
|
2023
Q3 | $910K | Sell |
13,041
-1,475
| -10% | -$103K | 0.15% | 86 |
|
|
2023
Q2 | $1.06M | Buy |
14,516
+816
| +6% | +$59.3K | 0.18% | 74 |
|
|
2023
Q1 | $1.01M | Hold |
13,700
| – | – | 0.18% | 75 |
|
|
2022
Q4 | $984K | Buy |
13,700
+170
| +1% | +$12.2K | 0.19% | 67 |
|
|
2022
Q3 | $965K | Sell |
13,530
-805
| -6% | -$57.4K | 0.18% | 66 |
|
|
2022
Q2 | $1.08M | Sell |
14,335
-2,854
| -17% | -$215K | 0.2% | 60 |
|
|
2022
Q1 | $1.37M | Sell |
17,189
-2,711
| -14% | -$216K | 0.59% | 36 |
|
|
2021
Q4 | $1.69M | Buy |
+19,900
| New | +$1.69M | 0.73% | 29 |
|