Octavia Wealth Advisors’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 | $319K | Sell |
4,336
-253
| -6% | -$18.6K | 0.04% | 157 |
|
|
2025
Q1 | $337K | Buy |
4,589
+490
| +12% | +$36K | 0.04% | 158 |
|
|
2024
Q4 | $295K | Buy |
4,099
+241
| +6% | +$17.3K | 0.04% | 167 |
|
|
2024
Q3 | $290K | Buy |
3,858
+12
| +0.3% | +$901 | 0.04% | 169 |
|
|
2024
Q2 | $277K | Sell |
3,846
-312
| -8% | -$22.5K | 0.04% | 176 |
|
|
2024
Q1 | $302K | Buy |
+4,158
| New | +$302K | 0.04% | 166 |
|
|
2022
Q4 | – | Sell |
-3,023
| Closed | -$216K | – | 186 |
|
|
2022
Q3 | $216K | Buy |
3,023
+1
| +0% | +$71 | 0.06% | 157 |
|
|
2022
Q2 | $228K | Sell |
3,022
-628
| -17% | -$47.4K | 0.06% | 151 |
|
|
2022
Q1 | $290K | Sell |
3,650
-226
| -6% | -$18K | 0.06% | 144 |
|
|
2021
Q4 | $328K | Sell |
3,876
-297
| -7% | -$25.1K | 0.07% | 142 |
|
|
2021
Q3 | $356K | Sell |
4,173
-801
| -16% | -$68.3K | 0.09% | 119 |
|
|
2021
Q2 | $427K | Sell |
4,974
-762
| -13% | -$65.4K | 0.11% | 104 |
|
|
2021
Q1 | $486K | Sell |
5,736
-3,630
| -39% | -$308K | 0.14% | 92 |
|
|
2020
Q4 | $826K | Buy |
+9,366
| New | +$826K | 0.27% | 64 |
|