Physician Wealth 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 | $29.9K | Buy |
406
+10
| +3% | +$737 | ﹤0.01% | 438 |
|
|
2025
Q1 | $29.1K | Sell |
396
-243
| -38% | -$17.8K | 0.01% | 428 |
|
|
2024
Q4 | $46K | Buy |
+639
| New | +$46K | 0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-6,875
| Closed | -$504K | – | 151 |
|
|
2023
Q1 | $504K | Buy |
6,875
+271
| +4% | +$19.9K | 0.13% | 76 |
|
|
2022
Q4 | $490K | Buy |
6,604
+248
| +4% | +$18.4K | 0.13% | 80 |
|
|
2022
Q3 | $455K | Sell |
6,356
-934
| -13% | -$66.9K | 0.14% | 75 |
|
|
2022
Q2 | $562K | Buy |
7,290
+943
| +15% | +$72.7K | 0.16% | 67 |
|
|
2022
Q1 | $484K | Buy |
6,347
+62
| +1% | +$4.73K | 0.13% | 89 |
|
|
2021
Q4 | $525K | Buy |
6,285
+10
| +0.2% | +$835 | 0.14% | 84 |
|
|
2021
Q3 | $535K | Sell |
6,275
-695
| -10% | -$59.3K | 0.15% | 84 |
|
|
2021
Q2 | $604K | Buy |
6,970
+445
| +7% | +$38.6K | 0.17% | 76 |
|
|
2021
Q1 | $552K | Buy |
6,525
+61
| +0.9% | +$5.16K | 0.18% | 74 |
|
|
2020
Q4 | $560K | Buy |
6,464
+320
| +5% | +$27.7K | 0.19% | 71 |
|
|
2020
Q3 | $538K | Buy |
6,144
+675
| +12% | +$59.1K | 0.22% | 62 |
|
|
2020
Q2 | $488K | Buy |
5,469
+1,378
| +34% | +$123K | 0.2% | 71 |
|
|
2020
Q1 | $358K | Sell |
4,091
-2,473
| -38% | -$216K | 0.18% | 72 |
|
|
2019
Q4 | $552K | Buy |
6,564
+22
| +0.3% | +$1.85K | 0.25% | 57 |
|
|
2019
Q3 | $551K | Buy |
+6,542
| New | +$551K | 0.27% | 56 |
|