National Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $940K | Buy |
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|
2025
Q2 | $898K | Sell |
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|
2025
Q1 | $1M | Sell |
|
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|
2024
Q4 | $994K | Sell |
|
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|
2024
Q3 | $2.23M | Sell |
|
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|
2024
Q2 | $2.21M | Sell |
|
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|
2024
Q1 | $2.91M | Sell |
|
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|
2023
Q4 | $3.16M | Sell |
|
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|
2023
Q3 | $3.05M | Sell |
|
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|
2023
Q2 | $3.26M | Sell |
|
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|
2023
Q1 | $4.48M | Buy |
|
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|
2022
Q4 | $3.32M | Sell |
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|
2022
Q3 | $3.29M | Buy |
|
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|
2022
Q2 | $2.62M | Buy |
|
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|
2022
Q1 | $2.66M | Sell |
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|
2021
Q4 | $2.88M | Buy |
|