Independent Wealth Network’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 | $1.51M | Buy |
20,482
+1,651
| +9% | +$122K | 0.55% | 43 |
|
|
2025
Q1 | $1.38M | Buy |
18,831
+1,680
| +10% | +$123K | 0.55% | 45 |
|
|
2024
Q4 | $1.23M | Buy |
17,151
+510
| +3% | +$36.7K | 0.5% | 48 |
|
|
2024
Q3 | $1.25M | Sell |
16,641
-1,797
| -10% | -$135K | 0.55% | 40 |
|
|
2024
Q2 | $1.33M | Sell |
18,438
-433
| -2% | -$31.2K | 0.62% | 41 |
|
|
2024
Q1 | $1.37M | Buy |
18,871
+353
| +2% | +$25.6K | 0.64% | 41 |
|
|
2023
Q4 | $1.36M | Buy |
18,518
+575
| +3% | +$42.3K | 0.72% | 32 |
|
|
2023
Q3 | $1.25M | Buy |
17,943
+2,455
| +16% | +$171K | 0.77% | 32 |
|
|
2023
Q2 | $1.13M | Sell |
15,488
-1,375
| -8% | -$100K | 0.68% | 34 |
|
|
2023
Q1 | $1.25M | Sell |
16,863
-285
| -2% | -$21K | 0.8% | 27 |
|
|
2022
Q4 | $1.23M | Sell |
17,148
-762
| -4% | -$54.7K | 0.84% | 26 |
|
|
2022
Q3 | $1.28M | Buy |
17,910
+979
| +6% | +$69.9K | 1% | 19 |
|
|
2022
Q2 | $1.27M | Buy |
16,931
+4,670
| +38% | +$351K | 0.92% | 24 |
|
|
2022
Q1 | $975K | Sell |
12,261
-22,258
| -64% | -$1.77M | 0.62% | 39 |
|
|
2021
Q4 | $2.93M | Buy |
34,519
+1,033
| +3% | +$87.6K | 1.8% | 11 |
|
|
2021
Q3 | $2.85M | Buy |
+33,486
| New | +$2.85M | 1.87% | 9 |
|