National Wealth Management Group’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 | $1M | Sell |
13,670
-147
| -1% | -$10.8K | 0.66% | 32 |
|
|
2024
Q4 | $994K | Sell |
13,817
-15,911
| -54% | -$1.14M | 0.66% | 34 |
|
|
2024
Q3 | $2.23M | Sell |
29,728
-984
| -3% | -$73.9K | 1.51% | 19 |
|
|
2024
Q2 | $2.21M | Sell |
30,712
-9,392
| -23% | -$677K | 1.69% | 16 |
|
|
2024
Q1 | $2.91M | Sell |
40,104
-2,876
| -7% | -$209K | 2.27% | 11 |
|
|
2023
Q4 | $3.16M | Sell |
42,980
-796
| -2% | -$58.5K | 3.06% | 4 |
|
|
2023
Q3 | $3.05M | Sell |
43,776
-1,596
| -4% | -$111K | 3.32% | 2 |
|
|
2023
Q2 | $3.26M | Sell |
45,372
-15,402
| -25% | -$1.11M | 3.39% | 3 |
|
|
2023
Q1 | $4.48M | Buy |
60,774
+14,617
| +32% | +$1.08M | 5.12% | 1 |
|
|
2022
Q4 | $3.32M | Sell |
46,157
-28
| -0.1% | -$2.01K | 3.98% | 3 |
|
|
2022
Q3 | $3.29M | Buy |
46,185
+11,394
| +33% | +$813K | 4.28% | 3 |
|
|
2022
Q2 | $2.62M | Buy |
34,791
+1,404
| +4% | +$106K | 3.3% | 6 |
|
|
2022
Q1 | $2.66M | Sell |
33,387
-612
| -2% | -$48.7K | 2.56% | 7 |
|
|
2021
Q4 | $2.88M | Buy |
+33,999
| New | +$2.88M | 2.7% | 3 |
|