NewEdge Wealth’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 | $6.14M | Buy |
83,434
+10,444
| +14% | +$768K | 0.1% | 168 |
|
|
2025
Q1 | $5.36M | Buy |
72,990
+49,936
| +217% | +$3.67M | 0.1% | 175 |
|
|
2024
Q4 | $1.66M | Buy |
23,054
+13,211
| +134% | +$950K | 0.03% | 392 |
|
|
2024
Q3 | $739K | Buy |
9,843
+2,546
| +35% | +$191K | 0.01% | 530 |
|
|
2024
Q2 | $526K | Sell |
7,297
-410
| -5% | -$29.5K | 0.01% | 538 |
|
|
2024
Q1 | $547K | Sell |
7,707
-134,123
| -95% | -$9.52M | 0.01% | 541 |
|
|
2023
Q4 | $10.4M | Buy |
141,830
+130,286
| +1,129% | +$9.58M | 0.27% | 94 |
|
|
2023
Q3 | $806K | Buy |
11,544
+646
| +6% | +$45.1K | 0.03% | 387 |
|
|
2023
Q2 | $792K | Buy |
10,898
+3,109
| +40% | +$226K | 0.03% | 387 |
|
|
2023
Q1 | $575K | Sell |
7,789
-2,206
| -22% | -$163K | 0.02% | 395 |
|
|
2022
Q4 | $718K | Sell |
9,995
-7,486
| -43% | -$538K | 0.03% | 325 |
|
|
2022
Q3 | $1.25M | Buy |
17,481
+10,815
| +162% | +$771K | 0.06% | 249 |
|
|
2022
Q2 | $502K | Buy |
6,666
+18
| +0.3% | +$1.36K | 0.02% | 388 |
|
|
2022
Q1 | $529K | Sell |
6,648
-4,582
| -41% | -$365K | 0.02% | 296 |
|
|
2021
Q4 | $952K | Buy |
11,230
+23
| +0.2% | +$1.95K | 0.04% | 237 |
|
|
2021
Q3 | $958K | Sell |
11,207
-4,622
| -29% | -$395K | 0.06% | 182 |
|
|
2021
Q2 | $1.36M | Buy |
15,829
+65
| +0.4% | +$5.59K | 0.1% | 150 |
|
|
2021
Q1 | $1.34M | Buy |
15,764
+4,809
| +44% | +$408K | 0.13% | 131 |
|
|
2020
Q4 | $966K | Buy |
+10,955
| New | +$966K | 0.3% | 87 |
|