Kingswood Wealth Advisors’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 | $873K | Sell |
11,853
-876
| -7% | -$64.5K | 0.07% | 287 |
|
|
2025
Q1 | $935K | Sell |
12,729
-6,184
| -33% | -$454K | 0.09% | 260 |
|
|
2024
Q4 | $1.36M | Buy |
18,913
+11,328
| +149% | +$815K | 0.1% | 210 |
|
|
2024
Q3 | $570K | Sell |
7,585
-5,765
| -43% | -$433K | 0.04% | 424 |
|
|
2024
Q2 | $962K | Buy |
13,350
+43
| +0.3% | +$3.1K | 0.09% | 244 |
|
|
2024
Q1 | $967K | Sell |
13,307
-2,140
| -14% | -$155K | 0.11% | 213 |
|
|
2023
Q4 | $1.14M | Buy |
+15,447
| New | +$1.14M | 0.13% | 174 |
|
|
2023
Q3 | – | Sell |
-5,618
| Closed | -$408K | – | 429 |
|
|
2023
Q2 | $408K | Buy |
+5,618
| New | +$408K | 0.13% | 160 |
|