Marcum 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
Q1 | $237K | Sell |
3,220
-206
| -6% | -$15.1K | 0.02% | 331 |
|
|
2024
Q4 | $246K | Sell |
3,426
-595
| -15% | -$42.8K | 0.02% | 325 |
|
|
2024
Q3 | $302K | Sell |
4,021
-180
| -4% | -$13.5K | 0.03% | 284 |
|
|
2024
Q2 | $303K | Sell |
4,201
-1,005
| -19% | -$72.4K | 0.03% | 274 |
|
|
2024
Q1 | $378K | Buy |
5,206
+61
| +1% | +$4.43K | 0.04% | 233 |
|
|
2023
Q4 | $378K | Sell |
5,145
-2,561
| -33% | -$188K | 0.04% | 218 |
|
|
2023
Q3 | $538K | Buy |
7,706
+250
| +3% | +$17.4K | 0.06% | 158 |
|
|
2023
Q2 | $542K | Sell |
7,456
-1,291
| -15% | -$93.8K | 0.06% | 164 |
|
|
2023
Q1 | $646K | Sell |
8,747
-332
| -4% | -$24.5K | 0.08% | 142 |
|
|
2022
Q4 | $652K | Sell |
9,079
-3,326
| -27% | -$239K | 0.09% | 137 |
|
|
2022
Q3 | $885K | Buy |
12,405
+309
| +3% | +$22K | 0.13% | 89 |
|
|
2022
Q2 | $910K | Sell |
12,096
-1,791
| -13% | -$135K | 0.14% | 96 |
|
|
2022
Q1 | $1.11M | Sell |
13,887
-2,784
| -17% | -$222K | 0.15% | 87 |
|
|
2021
Q4 | $1.41M | Buy |
16,671
+57
| +0.3% | +$4.83K | 0.2% | 74 |
|
|
2021
Q3 | $1.42M | Sell |
16,614
-764
| -4% | -$65.3K | 0.22% | 62 |
|
|
2021
Q2 | $1.49M | Buy |
17,378
+1,093
| +7% | +$93.9K | 0.24% | 50 |
|
|
2021
Q1 | $1.38M | Buy |
16,285
+11,888
| +270% | +$1.01M | 0.23% | 62 |
|
|
2020
Q4 | $388K | Sell |
4,397
-15,807
| -78% | -$1.39M | 0.09% | 81 |
|
|
2020
Q3 | $1.78M | Sell |
20,204
-791
| -4% | -$69.8K | 0.55% | 28 |
|
|
2020
Q2 | $1.86M | Buy |
20,995
+9,530
| +83% | +$842K | 0.57% | 29 |
|
|
2020
Q1 | $979K | Sell |
11,465
-5,288
| -32% | -$452K | 0.38% | 25 |
|
|
2019
Q4 | $1.41M | Buy |
+16,753
| New | +$1.41M | 0.53% | 21 |
|