Pitti Group 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 | $788K | Buy |
10,707
+755
| +8% | +$55.6K | 0.68% | 30 |
|
2025
Q1 | $731K | Sell |
9,952
-1,297
| -12% | -$95.3K | 0.75% | 33 |
|
2024
Q4 | $809K | Buy |
11,249
+7,669
| +214% | +$551K | 0.82% | 33 |
|
2024
Q3 | $263K | Hold |
3,580
| – | – | 0.29% | 56 |
|
2024
Q2 | $263K | Sell |
3,580
-171
| -5% | -$12.6K | 0.29% | 56 |
|
2024
Q1 | $266K | Buy |
3,751
+171
| +5% | +$12.1K | 0.3% | 54 |
|
2023
Q4 | $263K | Sell |
3,580
-166
| -4% | -$12.2K | 0.29% | 56 |
|
2023
Q3 | $261K | Sell |
3,746
-3
| -0.1% | -$209 | 0.3% | 58 |
|
2023
Q2 | $273K | Buy |
3,749
+366
| +11% | +$26.6K | 0.31% | 56 |
|
2023
Q1 | $250K | Sell |
3,383
-14
| -0.4% | -$1.03K | 0.28% | 64 |
|
2022
Q4 | $244K | Buy |
+3,397
| New | +$244K | 0.29% | 61 |
|