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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $241K | Sell |
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|
2025
Q3 | $255K | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $790K | Buy |
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|
2024
Q1 | $693K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $226K | Buy |
|