Novak & Powell Financial Services’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 | $679K | Sell |
9,223
-2,396
| -21% | -$176K | 0.47% | 48 |
|
|
2025
Q1 | $853K | Sell |
11,619
-3,485
| -23% | -$256K | 0.53% | 47 |
|
|
2024
Q4 | $819K | Buy |
15,104
+5,490
| +57% | +$298K | 0.49% | 49 |
|
|
2024
Q3 | $722K | Sell |
9,614
-5,145
| -35% | -$386K | 0.42% | 57 |
|
|
2024
Q2 | $1.06M | Sell |
14,759
-75
| -0.5% | -$5.4K | 0.66% | 39 |
|
|
2024
Q1 | $895K | Buy |
14,834
+17
| +0.1% | +$1.03K | 0.67% | 37 |
|
|
2023
Q4 | $1.09M | Buy |
+14,817
| New | +$1.09M | 0.73% | 38 |
|