Insight 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 | $300K | Sell |
4,073
-1,714
| -30% | -$126K | 0.12% | 86 |
|
|
2025
Q1 | $425K | Buy |
+5,787
| New | +$425K | 0.07% | 74 |
|
|
2024
Q3 | – | Sell |
-10,969
| Closed | -$790K | – | 98 |
|
|
2024
Q2 | $790K | Buy |
10,969
+1,422
| +15% | +$102K | 0.14% | 39 |
|
|
2024
Q1 | $693K | Buy |
+9,547
| New | +$693K | 0.12% | 44 |
|
|
2022
Q4 | – | Sell |
-3,071
| Closed | -$219K | – | 58 |
|
|
2022
Q3 | $219K | Buy |
3,071
+9
| +0.3% | +$642 | 0.21% | 53 |
|
|
2022
Q2 | $230K | Sell |
3,062
-664
| -18% | -$49.9K | 0.17% | 52 |
|
|
2022
Q1 | $296K | Buy |
3,726
+84
| +2% | +$6.67K | 0.16% | 58 |
|
|
2021
Q4 | $309K | Buy |
3,642
+1,004
| +38% | +$85.2K | 0.06% | 60 |
|
|
2021
Q3 | $225K | Buy |
2,638
+5
| +0.2% | +$426 | 0.12% | 51 |
|
|
2021
Q2 | $226K | Buy |
+2,633
| New | +$226K | 0.12% | 50 |
|