Perissos Private 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 | – | Sell |
-3,061
| Closed | -$225K | – | 72 |
|
|
2025
Q1 | $225K | Buy |
3,061
+2
| +0.1% | +$147 | 0.2% | 66 |
|
|
2024
Q4 | $220K | Buy |
3,059
+2
| +0.1% | +$144 | 0.16% | 82 |
|
|
2024
Q3 | $230K | Sell |
3,057
-233
| -7% | -$17.5K | 0.18% | 75 |
|
|
2024
Q2 | $237K | Sell |
3,290
-27
| -0.8% | -$1.95K | 0.21% | 74 |
|
|
2024
Q1 | $241K | Buy |
+3,317
| New | +$241K | 0.22% | 67 |
|