Insight Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
2025
Q1
$425K Buy
2024
Q3
Sell
2024
Q2
$790K Buy
2024
Q1
$693K Buy
2022
Q4
Sell
2022
Q3
$219K Buy
2022
Q2
$230K Sell
2022
Q1
$296K Buy
2021
Q4
$309K Buy
2021
Q3
$225K Buy
2021
Q2
$226K Buy