Keeler & Nadler Financial Planning & Wealth Management’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 | $3.41M | Sell |
46,262
-21,569
| -32% | -$1.59M | 1.36% | 18 |
|
|
2025
Q1 | $4.97M | Sell |
67,831
-33,068
| -33% | -$2.42M | 2.24% | 15 |
|
|
2024
Q4 | $7.26M | Sell |
100,899
-7,721
| -7% | -$555K | 3.4% | 10 |
|
|
2024
Q3 | $8.16M | Buy |
108,620
+27,148
| +33% | +$2.04M | 3.97% | 10 |
|
|
2024
Q2 | $5.87M | Buy |
81,472
+31,887
| +64% | +$2.3M | 3.22% | 10 |
|
|
2024
Q1 | $3.6M | Buy |
49,585
+41,967
| +551% | +$3.05M | 2.16% | 13 |
|
|
2023
Q4 | $560K | Buy |
+7,618
| New | +$560K | 0.41% | 33 |
|