Lifeworks 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 | $674K | Buy |
9,155
+104
| +1% | +$7.66K | 0.1% | 163 |
|
|
2025
Q1 | $665K | Sell |
9,051
-2,487
| -22% | -$183K | 0.11% | 157 |
|
|
2024
Q4 | $830K | Buy |
11,538
+543
| +5% | +$39K | 0.15% | 128 |
|
|
2024
Q3 | $826K | Sell |
10,995
-165
| -1% | -$12.4K | 0.16% | 130 |
|
|
2024
Q2 | $804K | Sell |
11,160
-10,571
| -49% | -$762K | 0.22% | 100 |
|
|
2024
Q1 | $1.58M | Buy |
21,731
+6,248
| +40% | +$454K | 0.44% | 70 |
|
|
2023
Q4 | $1.14M | Buy |
15,483
+4,359
| +39% | +$321K | 0.39% | 77 |
|
|
2023
Q3 | $776K | Buy |
+11,124
| New | +$776K | 0.3% | 91 |
|