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