Keystone Wealth Services’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
$1.37M Sell
18,607
-89
-0.5% -$6.55K 0.33% 73
2025
Q1
$1.37M Buy
18,696
+310
+2% +$22.8K 0.37% 65
2024
Q4
$1.32M Buy
18,386
+2,350
+15% +$169K 0.35% 69
2024
Q3
$1.2M Buy
16,036
+7,814
+95% +$587K 0.33% 72
2024
Q2
$592K Buy
+8,222
New +$592K 0.18% 118