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