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