Paulson 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 | $272K | Sell |
3,693
-1,250
| -25% | -$92K | 0.07% | 123 |
|
2025
Q1 | $363K | Buy |
4,943
+334
| +7% | +$24.5K | 0.1% | 93 |
|
2024
Q4 | $331K | Buy |
4,609
+142
| +3% | +$10.2K | 0.09% | 100 |
|
2024
Q3 | $335K | Buy |
4,467
+146
| +3% | +$11K | 0.09% | 109 |
|
2024
Q2 | $311K | Buy |
4,321
+168
| +4% | +$12.1K | 0.09% | 105 |
|
2024
Q1 | $302K | Buy |
4,153
+163
| +4% | +$11.8K | 0.09% | 110 |
|
2023
Q4 | $293K | Buy |
3,990
+141
| +4% | +$10.4K | 0.09% | 106 |
|
2023
Q3 | $269K | Buy |
3,849
+144
| +4% | +$10K | 0.09% | 108 |
|
2023
Q2 | $269K | Buy |
3,705
+134
| +4% | +$9.74K | 0.09% | 104 |
|
2023
Q1 | $264K | Buy |
+3,571
| New | +$264K | 0.12% | 79 |
|
2022
Q3 | – | Sell |
-2,863
| Closed | -$215K | – | 77 |
|
2022
Q2 | $215K | Buy |
2,863
+27
| +1% | +$2.03K | 0.11% | 69 |
|
2022
Q1 | $226K | Sell |
2,836
-1,897
| -40% | -$151K | 0.1% | 76 |
|
2021
Q4 | $401K | Sell |
4,733
-68
| -1% | -$5.76K | 0.18% | 54 |
|
2021
Q3 | $410K | Buy |
4,801
+51
| +1% | +$4.36K | 0.19% | 64 |
|
2021
Q2 | $408K | Buy |
4,750
+69
| +1% | +$5.93K | 0.2% | 62 |
|
2021
Q1 | $400K | Sell |
4,681
-3,291
| -41% | -$281K | 0.2% | 63 |
|
2020
Q4 | $703K | Sell |
7,972
-7,629
| -49% | -$673K | 0.41% | 30 |
|
2020
Q3 | $1.38M | Buy |
15,601
+10,290
| +194% | +$908K | 0.89% | 22 |
|
2020
Q2 | $469K | Buy |
+5,311
| New | +$469K | 0.33% | 43 |
|
2019
Q1 | – | Sell |
-2,562
| Closed | -$203K | – | 116 |
|
2018
Q4 | $203K | Sell |
2,562
-2,714
| -51% | -$215K | 0.17% | 106 |
|
2018
Q3 | $411K | Sell |
5,276
-204
| -4% | -$15.9K | 0.37% | 74 |
|
2018
Q2 | $434K | Buy |
5,480
+29
| +0.5% | +$2.3K | 0.43% | 66 |
|
2018
Q1 | $436K | Sell |
5,451
-237
| -4% | -$19K | 0.43% | 63 |
|
2017
Q4 | $464K | Buy |
+5,688
| New | +$464K | 0.41% | 62 |
|