Heritage Wealth Advisors’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 | – | Hold |
0
| – | -$14 | – | 567 |
|
|
2025
Q1 | – | Sell |
-1,975
| Closed | -$142K | – | 568 |
|
|
2024
Q4 | $142K | Buy |
1,975
+10
| +0.5% | +$719 | 0.01% | 229 |
|
|
2024
Q3 | $148K | Buy |
1,965
+1,381
| +236% | +$104K | 0.01% | 234 |
|
|
2024
Q2 | $42.1K | Buy |
584
+5
| +0.9% | +$361 | ﹤0.01% | 326 |
|
|
2024
Q1 | $42.1K | Buy |
579
+3
| +0.5% | +$218 | ﹤0.01% | 340 |
|
|
2023
Q4 | $42.4K | Buy |
+576
| New | +$42.4K | ﹤0.01% | 349 |
|
|
2023
Q3 | – | Sell |
-73
| Closed | -$5.29K | – | 529 |
|
|
2023
Q2 | $5.29K | Sell |
73
-204
| -74% | -$14.8K | ﹤0.01% | 468 |
|
|
2023
Q1 | $20.4K | Buy |
+277
| New | +$20.4K | ﹤0.01% | 401 |
|
|
2021
Q3 | – | Sell |
-668
| Closed | -$57.4K | – | 537 |
|
|
2021
Q2 | $57.4K | Buy |
+668
| New | +$57.4K | ﹤0.01% | 314 |
|