Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,818
| Closed | -$212K | – | 2 |
|
|
2024
Q3 | $212K | Sell |
2,818
-61,625
| -96% | -$4.63M | 6.33% | 9 |
|
|
2024
Q2 | $4.64M | Sell |
64,443
-44,979
| -41% | -$3.24M | 5.57% | 5 |
|
|
2024
Q1 | $7.95M | Buy |
109,422
+4,483
| +4% | +$326K | 6% | 5 |
|
|
2023
Q4 | $7.72M | Buy |
104,939
+10,161
| +11% | +$747K | 5.95% | 5 |
|
|
2023
Q3 | $6.61M | Buy |
94,778
+2,348
| +3% | +$164K | 5.72% | 5 |
|
|
2023
Q2 | $6.72M | Buy |
92,430
+89,228
| +2,787% | +$6.49M | 5.61% | 5 |
|
|
2023
Q1 | $236K | Hold |
3,202
| – | – | 0.24% | 58 |
|
|
2022
Q4 | $230K | Hold |
3,202
| – | – | 0.22% | 58 |
|
|
2022
Q3 | $228K | Hold |
3,202
| – | – | 0.23% | 51 |
|
|
2022
Q2 | $241K | Hold |
3,202
| – | – | 0.25% | 50 |
|
|
2022
Q1 | $255K | Hold |
3,202
| – | – | 0.25% | 47 |
|
|
2021
Q4 | $271K | Buy |
+3,202
| New | +$271K | 0.26% | 46 |
|