HB 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 | $2.41M | Sell |
32,730
-4,186
| -11% | -$308K | 0.02% | 331 |
|
|
2025
Q1 | $2.71M | Buy |
36,916
+31,231
| +549% | +$2.29M | 0.02% | 316 |
|
|
2024
Q4 | $409K | Sell |
5,685
-999
| -15% | -$71.8K | ﹤0.01% | 686 |
|
|
2024
Q3 | $502K | Sell |
6,684
-22,501
| -77% | -$1.69M | 0.01% | 577 |
|
|
2024
Q2 | $2.1M | Sell |
29,185
-862
| -3% | -$62.1K | 0.02% | 254 |
|
|
2024
Q1 | $2.18M | Buy |
30,047
+160
| +0.5% | +$11.6K | 0.03% | 230 |
|
|
2023
Q4 | $2.2M | Sell |
29,887
-1,496
| -5% | -$110K | 0.03% | 208 |
|
|
2023
Q3 | $2.19M | Buy |
31,383
+1,014
| +3% | +$70.8K | 0.04% | 198 |
|
|
2023
Q2 | $2.21M | Sell |
30,369
-13,532
| -31% | -$984K | 0.04% | 191 |
|
|
2023
Q1 | $3.24M | Buy |
43,901
+4,060
| +10% | +$300K | 0.06% | 153 |
|
|
2022
Q4 | $2.86M | Buy |
39,841
+1,339
| +3% | +$96.2K | 0.05% | 162 |
|
|
2022
Q3 | $2.75M | Sell |
38,502
-565
| -1% | -$40.3K | 0.06% | 147 |
|
|
2022
Q2 | $2.94M | Sell |
39,067
-3,786
| -9% | -$285K | 0.06% | 144 |
|
|
2022
Q1 | $3.41M | Sell |
42,853
-103,159
| -71% | -$8.21M | 0.06% | 135 |
|
|
2021
Q4 | $12.4M | Buy |
+146,012
| New | +$12.4M | 0.25% | 37 |
|