Horizons 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 | $5.71M | Buy |
77,590
+866
| +1% | +$63.8K | 4.07% | 7 |
|
2025
Q1 | $5.64M | Buy |
76,724
+2,106
| +3% | +$155K | 4.19% | 7 |
|
2024
Q4 | $5.37M | Buy |
74,618
+5,846
| +9% | +$420K | 4.09% | 7 |
|
2024
Q3 | $5.17M | Buy |
68,772
+24
| +0% | +$1.8K | 3.97% | 7 |
|
2024
Q2 | $5M | Sell |
68,748
-23,676
| -26% | -$1.72M | 3.95% | 7 |
|
2024
Q1 | $6.8M | Hold |
92,424
| – | – | 4.45% | 7 |
|
2023
Q4 | $6.8M | Sell |
92,424
-3,248
| -3% | -$239K | 4.45% | 7 |
|
2023
Q3 | $6.68M | Buy |
95,672
+4,028
| +4% | +$281K | 4.87% | 6 |
|
2023
Q2 | $6.66M | Sell |
91,644
-646
| -0.7% | -$46.9K | 4.72% | 6 |
|
2023
Q1 | $6.81M | Buy |
92,290
+4,097
| +5% | +$302K | 5% | 6 |
|
2022
Q4 | $6.34M | Buy |
88,193
+3,320
| +4% | +$239K | 5.07% | 6 |
|
2022
Q3 | $6.05M | Buy |
84,873
+825
| +1% | +$58.8K | 5.58% | 6 |
|
2022
Q2 | $6.38M | Buy |
+84,048
| New | +$6.38M | 5.22% | 6 |
|