IAG Wealth Partners’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 | $9.06K | Hold |
123
| – | – | ﹤0.01% | 354 |
|
|
2025
Q1 | $9.03K | Buy |
123
+5
| +4% | +$367 | ﹤0.01% | 349 |
|
|
2024
Q4 | $8.49K | Hold |
118
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $8.86K | Hold |
118
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $8.5K | Hold |
118
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $8.57K | Hold |
118
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $8.68K | Hold |
118
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $8.23K | Sell |
118
-1,807
| -94% | -$126K | ﹤0.01% | 323 |
|
|
2023
Q2 | $140K | Buy |
1,925
+1,775
| +1,183% | +$129K | 0.04% | 104 |
|
|
2023
Q1 | $11.1K | Hold |
150
| – | – | ﹤0.01% | 300 |
|
|
2022
Q4 | $10.8K | Buy |
150
+32
| +27% | +$2.3K | ﹤0.01% | 277 |
|
|
2022
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $9K | Hold |
118
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $9K | Buy |
118
+7
| +6% | +$534 | ﹤0.01% | 306 |
|
|
2021
Q4 | $9K | Hold |
111
| – | – | ﹤0.01% | 309 |
|
|
2021
Q3 | $10K | Hold |
111
| – | – | ﹤0.01% | 266 |
|
|
2021
Q2 | $10K | Sell |
111
-33
| -23% | -$2.97K | ﹤0.01% | 260 |
|
|
2021
Q1 | $13K | Buy |
144
+11
| +8% | +$993 | 0.01% | 225 |
|
|
2020
Q4 | $12K | Sell |
133
-1,326
| -91% | -$120K | ﹤0.01% | 221 |
|
|
2020
Q3 | $129K | Hold |
1,459
| – | – | 0.06% | 64 |
|
|
2020
Q2 | $129K | Hold |
1,459
| – | – | 0.06% | 62 |
|
|
2020
Q1 | $125K | Sell |
1,459
-64
| -4% | -$5.48K | 0.08% | 58 |
|
|
2019
Q4 | $128K | Buy |
+1,523
| New | +$128K | 0.08% | 58 |
|