Heritage Wealth Management (California)’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 | $3.25M | Sell |
44,113
-84
| -0.2% | -$6.19K | 2.17% | 10 |
|
|
2025
Q1 | $3.25M | Sell |
44,197
-4,897
| -10% | -$360K | 2.44% | 8 |
|
|
2024
Q4 | $3.53M | Buy |
49,094
+3,155
| +7% | +$227K | 2.54% | 8 |
|
|
2024
Q3 | $3.45M | Sell |
45,939
-663
| -1% | -$49.8K | 2.45% | 9 |
|
|
2024
Q2 | $3.36M | Sell |
46,602
-767
| -2% | -$55.3K | 2.46% | 9 |
|
|
2024
Q1 | $3.44M | Buy |
47,369
+7,690
| +19% | +$559K | 2.6% | 7 |
|
|
2023
Q4 | $2.92M | Buy |
+39,679
| New | +$2.92M | 2.33% | 8 |
|