Modern 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 | $5.37M | Sell |
72,989
-3,177
| -4% | -$234K | 0.13% | 155 |
|
2025
Q1 | $5.59M | Sell |
76,166
-5,033
| -6% | -$370K | 0.18% | 113 |
|
2024
Q4 | $5.84M | Buy |
81,199
+9,735
| +14% | +$700K | 0.22% | 93 |
|
2024
Q3 | $5.37M | Sell |
71,464
-100
| -0.1% | -$7.51K | 0.33% | 60 |
|
2024
Q2 | $5.16M | Buy |
71,564
+2,136
| +3% | +$154K | 0.38% | 46 |
|
2024
Q1 | $5.04M | Buy |
69,428
+5,049
| +8% | +$367K | 0.47% | 32 |
|
2023
Q4 | $4.74M | Buy |
+64,379
| New | +$4.74M | 0.6% | 27 |
|