Perfromance Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Sell
2025
Q2
$598K Buy
2025
Q1
$513K Buy
2024
Q4
$297K Sell
2024
Q3
$316K Buy
2024
Q2
$298K Sell
2024
Q1
$1.14M Sell
2023
Q4
$1.76M Sell
2023
Q3
$2.21M Sell
2023
Q2
$2.79M Buy
2023
Q1
$2.78M Sell
2022
Q4
$3.06M Sell
2022
Q3
$3.1M Buy
2022
Q2
$3.2M Sell
2022
Q1
$3.41M Sell
2021
Q4
$3.78M Buy