PFW Advisors’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 | $6M | Sell |
81,510
-1,062
| -1% | -$78.2K | 1.85% | 13 |
|
2025
Q1 | $6.06M | Sell |
82,572
-2,511
| -3% | -$184K | 1.9% | 12 |
|
2024
Q4 | $6.12M | Buy |
+85,083
| New | +$6.12M | 1.88% | 14 |
|
2024
Q2 | $6M | Sell |
83,219
-2,283
| -3% | -$164K | 1.91% | 12 |
|
2024
Q1 | $6.21M | Buy |
85,502
+15,612
| +22% | +$1.13M | 1.9% | 13 |
|
2023
Q4 | $5.14M | Sell |
69,890
-14,574
| -17% | -$1.07M | 1.64% | 14 |
|
2023
Q3 | $5.89M | Buy |
84,464
+1,213
| +1% | +$84.6K | 2.08% | 12 |
|
2023
Q2 | $5.93M | Buy |
+83,251
| New | +$5.93M | 1.98% | 14 |
|
2019
Q3 | $6.33M | Buy |
+84,223
| New | +$6.33M | 1.91% | 12 |
|