Opes Wealth Management’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 | $889K | Buy |
12,074
+5,362
| +80% | +$395K | 0.16% | 77 |
|
|
2025
Q1 | $493K | Buy |
6,712
+633
| +10% | +$46.5K | 0.1% | 87 |
|
|
2024
Q4 | $437K | Buy |
6,079
+27
| +0.4% | +$1.94K | 0.09% | 90 |
|
|
2024
Q3 | $455K | Buy |
6,052
+240
| +4% | +$18K | 0.09% | 84 |
|
|
2024
Q2 | $419K | Sell |
5,812
-2,243
| -28% | -$162K | 0.09% | 85 |
|
|
2024
Q1 | $585K | Buy |
8,055
+2,675
| +50% | +$194K | 0.14% | 73 |
|
|
2023
Q4 | $396K | Sell |
5,380
-6,028
| -53% | -$443K | 0.1% | 93 |
|
|
2023
Q3 | $796K | Buy |
11,408
+4,458
| +64% | +$311K | 0.22% | 62 |
|
|
2023
Q2 | $505K | Sell |
6,950
-807
| -10% | -$58.7K | 0.14% | 81 |
|
|
2023
Q1 | $573K | Sell |
7,757
-1,406
| -15% | -$104K | 0.18% | 61 |
|
|
2022
Q4 | $658K | Buy |
9,163
+551
| +6% | +$39.6K | 0.24% | 59 |
|
|
2022
Q3 | $614K | Buy |
8,612
+285
| +3% | +$20.3K | 0.25% | 52 |
|
|
2022
Q2 | $627K | Sell |
8,327
-3,856
| -32% | -$290K | 0.25% | 51 |
|
|
2022
Q1 | $969K | Sell |
12,183
-2,117
| -15% | -$168K | 0.32% | 52 |
|
|
2021
Q4 | $1.21M | Buy |
14,300
+6,201
| +77% | +$526K | 0.38% | 46 |
|
|
2021
Q3 | $692K | Buy |
8,099
+3,334
| +70% | +$285K | 0.24% | 53 |
|
|
2021
Q2 | $409K | Buy |
4,765
+408
| +9% | +$35K | 0.15% | 62 |
|
|
2021
Q1 | $369K | Buy |
4,357
+601
| +16% | +$50.9K | 0.14% | 63 |
|
|
2020
Q4 | $331K | Buy |
3,756
+142
| +4% | +$12.5K | 0.16% | 62 |
|
|
2020
Q3 | $319K | Buy |
+3,614
| New | +$319K | 0.15% | 56 |
|