Market Street Wealth Management Advisors’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 | $4.92M | Buy |
66,760
+2,221
| +3% | +$164K | 0.8% | 24 |
|
|
2025
Q1 | $4.74M | Buy |
64,539
+211
| +0.3% | +$15.5K | 0.81% | 23 |
|
|
2024
Q4 | $4.63M | Sell |
64,328
-2,371
| -4% | -$170K | 0.78% | 24 |
|
|
2024
Q3 | $5.01M | Buy |
66,699
+484
| +0.7% | +$36.4K | 0.82% | 23 |
|
|
2024
Q2 | $4.77M | Sell |
66,215
-3,048
| -4% | -$220K | 0.82% | 22 |
|
|
2024
Q1 | $5.03M | Sell |
69,263
-1,737
| -2% | -$126K | 0.88% | 22 |
|
|
2023
Q4 | $5.22M | Buy |
71,000
+45,419
| +178% | +$3.34M | 1.09% | 21 |
|
|
2023
Q3 | $1.79M | Sell |
25,581
-45,733
| -64% | -$3.19M | 0.46% | 37 |
|
|
2023
Q2 | $5.18M | Sell |
71,314
-1,166
| -2% | -$84.8K | 1.32% | 19 |
|
|
2023
Q1 | $5.35M | Sell |
72,480
-3,781
| -5% | -$279K | 1.41% | 19 |
|
|
2022
Q4 | $5.48M | Sell |
76,261
-35,262
| -32% | -$2.53M | 1.59% | 14 |
|
|
2022
Q3 | $7.96M | Buy |
111,523
+38,336
| +52% | +$2.73M | 2.52% | 10 |
|
|
2022
Q2 | $5.51M | Sell |
73,187
-16,349
| -18% | -$1.23M | 1.7% | 16 |
|
|
2022
Q1 | $7.12M | Buy |
+89,536
| New | +$7.12M | 2.52% | 9 |
|