Intergy Private Wealth’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 | – | Sell |
-4,532
| Closed | -$333K | – | 102 |
|
|
2025
Q1 | $333K | Buy |
+4,532
| New | +$333K | 0.13% | 70 |
|
|
2022
Q4 | – | Sell |
-3,649
| Closed | -$260K | – | 63 |
|
|
2022
Q3 | $260K | Sell |
3,649
-1,385
| -28% | -$98.7K | 0.18% | 55 |
|
|
2022
Q2 | $379K | Sell |
5,034
-4,123
| -45% | -$310K | 0.3% | 48 |
|
|
2022
Q1 | $728K | Sell |
9,157
-25,061
| -73% | -$1.99M | 0.51% | 31 |
|
|
2021
Q4 | $2.9M | Buy |
+34,218
| New | +$2.9M | 2.27% | 11 |
|