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