Luminvest 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 | $16.6M | Buy |
225,866
+9,820
| +5% | +$722K | 5.95% | 6 |
|
|
2025
Q1 | $15.9M | Buy |
216,046
+5,971
| +3% | +$439K | 6.54% | 6 |
|
|
2024
Q4 | $14.9M | Buy |
210,075
+14,548
| +7% | +$1.03M | 6.03% | 6 |
|
|
2024
Q3 | $14.6M | Buy |
195,527
+29,097
| +17% | +$2.18M | 6.07% | 6 |
|
|
2024
Q2 | $12.2M | Buy |
166,430
+60,656
| +57% | +$4.44M | 5.72% | 6 |
|
|
2024
Q1 | $7.82M | Buy |
105,774
+8,738
| +9% | +$646K | 4.92% | 6 |
|
|
2023
Q4 | $7.16M | Buy |
+97,036
| New | +$7.16M | 4.69% | 6 |
|