Kingsview 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 | $3.54M | Sell |
48,055
-10,494
| -18% | -$773K | 0.06% | 306 |
|
|
2025
Q1 | $4.3M | Sell |
58,549
-12,519
| -18% | -$920K | 0.08% | 240 |
|
|
2024
Q4 | $5.11M | Sell |
71,068
-697,370
| -91% | -$50.1M | 0.1% | 201 |
|
|
2024
Q3 | $57.7M | Buy |
768,438
+154,502
| +25% | +$11.6M | 1.21% | 12 |
|
|
2024
Q2 | $44.2M | Buy |
613,936
+55,517
| +10% | +$4M | 1.05% | 18 |
|
|
2024
Q1 | $40.6M | Buy |
558,419
+42,019
| +8% | +$3.05M | 1.02% | 16 |
|
|
2023
Q4 | $38M | Buy |
516,400
+146,975
| +40% | +$10.8M | 1.13% | 13 |
|
|
2023
Q3 | $25.8M | Buy |
369,425
+89,221
| +32% | +$6.23M | 0.93% | 14 |
|
|
2023
Q2 | $20.4M | Buy |
280,204
+3,156
| +1% | +$229K | 0.8% | 19 |
|
|
2023
Q1 | $20.5M | Buy |
277,048
+7,077
| +3% | +$522K | 0.86% | 17 |
|
|
2022
Q4 | $19.4M | Buy |
269,971
+31,603
| +13% | +$2.27M | 0.84% | 20 |
|
|
2022
Q3 | $17M | Buy |
238,368
+76,823
| +48% | +$5.48M | 0.81% | 18 |
|
|
2022
Q2 | $12.2M | Buy |
161,545
+56,384
| +54% | +$4.24M | 0.58% | 31 |
|
|
2022
Q1 | $8.36M | Sell |
105,161
-51,240
| -33% | -$4.08M | 0.37% | 59 |
|
|
2021
Q4 | $13.3M | Buy |
156,401
+19,726
| +14% | +$1.67M | 0.55% | 35 |
|
|
2021
Q3 | $11.7M | Buy |
136,675
+21,758
| +19% | +$1.86M | 0.55% | 31 |
|
|
2021
Q2 | $9.85M | Buy |
114,917
+39,869
| +53% | +$3.42M | 0.49% | 35 |
|
|
2021
Q1 | $6.36M | Buy |
75,048
+27,170
| +57% | +$2.3M | 0.36% | 61 |
|
|
2020
Q4 | $4.22M | Buy |
47,878
+22,793
| +91% | +$2.01M | 0.31% | 75 |
|
|
2020
Q3 | $2.21M | Sell |
25,085
-246
| -1% | -$21.7K | 0.2% | 125 |
|
|
2020
Q2 | $2.24M | Buy |
25,331
+1,360
| +6% | +$120K | 0.22% | 109 |
|
|
2020
Q1 | $2.05M | Buy |
23,971
+1,312
| +6% | +$112K | 0.28% | 101 |
|
|
2019
Q4 | $1.9M | Buy |
22,659
+1,056
| +5% | +$88.5K | 0.24% | 118 |
|
|
2019
Q3 | $1.82M | Buy |
21,603
+3,120
| +17% | +$263K | 0.29% | 99 |
|
|
2019
Q2 | $1.54M | Buy |
18,483
+313
| +2% | +$26K | 0.26% | 112 |
|
|
2019
Q1 | $1.48M | Buy |
18,170
+2,150
| +13% | +$175K | 0.22% | 125 |
|
|
2018
Q4 | $1.27M | Buy |
16,020
+1,136
| +8% | +$90K | 0.28% | 111 |
|
|
2018
Q3 | $1.17M | Sell |
14,884
-2,777
| -16% | -$218K | 0.24% | 127 |
|
|
2018
Q2 | $1.4M | Sell |
17,661
-2,351
| -12% | -$186K | 0.33% | 98 |
|
|
2018
Q1 | $1.6M | Sell |
20,012
-8,823
| -31% | -$705K | 0.4% | 74 |
|
|
2017
Q4 | $2.35M | Buy |
28,835
+7,723
| +37% | +$630K | 0.84% | 26 |
|
|
2017
Q3 | $1.73M | Buy |
21,112
+1,988
| +10% | +$163K | 0.76% | 33 |
|
|
2017
Q2 | $1.57M | Buy |
19,124
+8,883
| +87% | +$727K | 0.81% | 29 |
|
|
2017
Q1 | $830K | Buy |
+10,241
| New | +$830K | 0.49% | 64 |
|