Private Wealth Management Group’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 | $1.06M | Sell |
14,330
-296
| -2% | -$21.8K | 0.35% | 38 |
|
|
2025
Q1 | $1.07M | Buy |
14,626
+10
| +0.1% | +$735 | 0.4% | 32 |
|
|
2024
Q4 | $1.05M | Buy |
14,616
+681
| +5% | +$49K | 0.4% | 33 |
|
|
2024
Q3 | $1.05M | Buy |
13,935
+11,125
| +396% | +$836K | 0.41% | 34 |
|
|
2024
Q2 | $202K | Hold |
2,810
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $204K | Buy |
2,810
+2,135
| +316% | +$155K | 0.09% | 68 |
|
|
2023
Q4 | $49.6K | Buy |
+675
| New | +$49.6K | 0.02% | 156 |
|