Perfromance Wealth Partners’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 | $598K | Buy |
8,126
+1,140
| +16% | +$83.9K | 0.02% | 95 |
|
|
2025
Q1 | $513K | Buy |
6,986
+2,857
| +69% | +$210K | 0.02% | 91 |
|
|
2024
Q4 | $297K | Sell |
4,129
-80
| -2% | -$5.75K | 0.01% | 134 |
|
|
2024
Q3 | $316K | Buy |
4,209
+67
| +2% | +$5.03K | 0.01% | 139 |
|
|
2024
Q2 | $298K | Sell |
4,142
-11,585
| -74% | -$835K | 0.01% | 123 |
|
|
2024
Q1 | $1.14M | Sell |
15,727
-8,258
| -34% | -$600K | 0.05% | 63 |
|
|
2023
Q4 | $1.76M | Sell |
23,985
-7,694
| -24% | -$566K | 0.08% | 59 |
|
|
2023
Q3 | $2.21M | Sell |
31,679
-7,120
| -18% | -$497K | 0.11% | 58 |
|
|
2023
Q2 | $2.79M | Buy |
38,799
+1,152
| +3% | +$82.9K | 0.13% | 55 |
|
|
2023
Q1 | $2.78M | Sell |
37,647
-4,971
| -12% | -$367K | 0.14% | 51 |
|
|
2022
Q4 | $3.06M | Sell |
42,618
-884
| -2% | -$63.5K | 0.18% | 40 |
|
|
2022
Q3 | $3.1M | Buy |
43,502
+990
| +2% | +$70.6K | 0.18% | 38 |
|
|
2022
Q2 | $3.2M | Sell |
42,512
-330
| -0.8% | -$24.8K | 0.18% | 40 |
|
|
2022
Q1 | $3.41M | Sell |
42,842
-1,780
| -4% | -$142K | 0.15% | 42 |
|
|
2021
Q4 | $3.78M | Buy |
+44,622
| New | +$3.78M | 0.15% | 45 |
|