LJI 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 | $899K | Buy |
12,206
+1,586
| +15% | +$117K | 0.16% | 62 |
|
2025
Q1 | $780K | Buy |
10,620
+2,905
| +38% | +$213K | 0.16% | 59 |
|
2024
Q4 | $555K | Buy |
7,715
+1,602
| +26% | +$115K | 0.11% | 79 |
|
2024
Q3 | $459K | Buy |
6,113
+1,537
| +34% | +$115K | 0.09% | 112 |
|
2024
Q2 | $330K | Buy |
4,576
+311
| +7% | +$22.4K | 0.07% | 136 |
|
2024
Q1 | $310K | Buy |
4,265
+796
| +23% | +$57.8K | 0.08% | 114 |
|
2023
Q4 | $255K | Buy |
+3,469
| New | +$255K | 0.07% | 142 |
|