Linscomb Wealth’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 | $981K | Sell |
13,326
-5
| -0% | -$368 | 0.05% | 173 |
|
|
2025
Q1 | $979K | Buy |
13,331
+2,245
| +20% | +$165K | 0.05% | 172 |
|
|
2024
Q4 | $797K | Sell |
11,086
-144
| -1% | -$10.4K | 0.04% | 185 |
|
|
2024
Q3 | $843K | Sell |
11,230
-23
| -0.2% | -$1.73K | 0.04% | 179 |
|
|
2024
Q2 | $811K | Sell |
11,253
-54
| -0.5% | -$3.89K | 0.04% | 175 |
|
|
2024
Q1 | $821K | Sell |
11,307
-297
| -3% | -$21.6K | 0.04% | 176 |
|
|
2023
Q4 | $854K | Sell |
11,604
-397
| -3% | -$29.2K | 0.05% | 169 |
|
|
2023
Q3 | $837K | Sell |
12,001
-259
| -2% | -$18.1K | 0.05% | 167 |
|
|
2023
Q2 | $891K | Sell |
12,260
-5,382
| -31% | -$391K | 0.05% | 164 |
|
|
2023
Q1 | $1.3M | Sell |
17,642
-6,535
| -27% | -$482K | 0.07% | 148 |
|
|
2022
Q4 | $1.74M | Buy |
24,177
+6,193
| +34% | +$445K | 0.09% | 141 |
|
|
2022
Q3 | $1.28M | Sell |
17,984
-167
| -0.9% | -$11.9K | 0.08% | 144 |
|
|
2022
Q2 | $1.37M | Sell |
18,151
-5,699
| -24% | -$429K | 0.08% | 143 |
|
|
2022
Q1 | $1.9M | Sell |
23,850
-14,258
| -37% | -$1.13M | 0.09% | 139 |
|
|
2021
Q4 | $3.23M | Sell |
38,108
-3,508
| -8% | -$297K | 0.15% | 109 |
|
|
2021
Q3 | $3.56M | Sell |
41,616
-177
| -0.4% | -$15.1K | 0.18% | 100 |
|
|
2021
Q2 | $3.59M | Buy |
41,793
+3,392
| +9% | +$291K | 0.18% | 98 |
|
|
2021
Q1 | $3.25M | Buy |
38,401
+4,107
| +12% | +$348K | 0.18% | 99 |
|
|
2020
Q4 | $3.02M | Buy |
34,294
+4,875
| +17% | +$430K | 0.18% | 97 |
|
|
2020
Q3 | $2.6M | Buy |
29,419
+3,248
| +12% | +$287K | 0.18% | 97 |
|
|
2020
Q2 | $2.31M | Buy |
26,171
+15,876
| +154% | +$1.4M | 0.17% | 94 |
|
|
2020
Q1 | $879K | Buy |
10,295
+5,788
| +128% | +$494K | 0.08% | 155 |
|
|
2019
Q4 | $378K | Hold |
4,507
| – | – | 0.02% | 344 |
|
|
2019
Q3 | $381K | Buy |
+4,507
| New | +$381K | 0.03% | 214 |
|