Pacific Wealth Strategies Group’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 | $2.15M | Sell |
29,420
-844
| -3% | -$61.8K | 1.41% | 15 |
|
|
2025
Q1 | $2.22M | Buy |
30,264
+526
| +2% | +$38.6K | 1.65% | 14 |
|
|
2024
Q4 | $2.14M | Buy |
29,738
+8,983
| +43% | +$646K | 1.49% | 15 |
|
|
2024
Q3 | $1.56M | Buy |
20,755
+2,289
| +12% | +$172K | 1.16% | 24 |
|
|
2024
Q2 | $1.33M | Buy |
18,466
+2,377
| +15% | +$171K | 1.1% | 28 |
|
|
2024
Q1 | $1.17M | Buy |
16,089
+6,114
| +61% | +$444K | 0.97% | 29 |
|
|
2023
Q4 | $734K | Buy |
9,975
+233
| +2% | +$17.1K | 0.7% | 31 |
|
|
2023
Q3 | $680K | Buy |
9,742
+3,228
| +50% | +$225K | 0.72% | 32 |
|
|
2023
Q2 | $474K | Buy |
6,514
+597
| +10% | +$43.4K | 0.48% | 38 |
|
|
2023
Q1 | $437K | Buy |
+5,917
| New | +$437K | 0.5% | 39 |
|