Orgel 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 | $108M | Sell |
1,466,307
-819,487
| -36% | -$60.3M | 2.6% | 16 |
|
|
2025
Q1 | $168M | Sell |
2,285,794
-963,739
| -30% | -$70.8M | 4.36% | 10 |
|
|
2024
Q4 | $234M | Sell |
3,249,533
-993,546
| -23% | -$71.4M | 6.1% | 6 |
|
|
2024
Q3 | $319M | Buy |
4,243,079
+88,599
| +2% | +$6.65M | 7.98% | 4 |
|
|
2024
Q2 | $299M | Sell |
4,154,480
-63,767
| -2% | -$4.59M | 8.08% | 4 |
|
|
2024
Q1 | $306M | Sell |
4,218,247
-664,114
| -14% | -$48.2M | 8.4% | 4 |
|
|
2023
Q4 | $359M | Buy |
4,882,361
+39,292
| +0.8% | +$2.89M | 10.62% | 3 |
|
|
2023
Q3 | $338M | Buy |
4,843,069
+75,760
| +2% | +$5.29M | 11.42% | 3 |
|
|
2023
Q2 | $347M | Buy |
4,767,309
+987,085
| +26% | +$71.8M | 11.45% | 3 |
|
|
2023
Q1 | $279M | Buy |
3,780,224
+155,149
| +4% | +$11.5M | 9.98% | 3 |
|
|
2022
Q4 | $260M | Buy |
3,625,075
+438,587
| +14% | +$31.5M | 10.01% | 4 |
|
|
2022
Q3 | $227M | Sell |
3,186,488
-1,639,099
| -34% | -$117M | 11.22% | 4 |
|
|
2022
Q2 | $363M | Buy |
4,825,587
+921,744
| +24% | +$69.4M | 20.55% | 1 |
|
|
2022
Q1 | $311M | Buy |
+3,903,843
| New | +$311M | 21.32% | 1 |
|