Quantum Financial Planning Services’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
$2.4M Sell
32,636
-290,504
-90% -$21.4M 1.13% 8
2025
Q1
$23.7M Buy
323,140
+26,629
+9% +$1.96M 12.98% 4
2024
Q4
$21.3M Buy
+296,511
New +$21.3M 11.83% 4