REDW Wealth’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 | $2.36M | Sell |
32,009
-3,518
| -10% | -$259K | 0.94% | 24 |
|
|
2025
Q1 | $2.61M | Sell |
35,527
-3,813
| -10% | -$280K | 0.97% | 23 |
|
|
2024
Q4 | $2.83M | Sell |
39,340
-8,155
| -17% | -$586K | 0.98% | 23 |
|
|
2024
Q3 | $3.57M | Sell |
47,495
-2,080
| -4% | -$156K | 0.91% | 25 |
|
|
2024
Q2 | $3.57M | Sell |
49,575
-5,162
| -9% | -$372K | 0.94% | 24 |
|
|
2024
Q1 | $3.98M | Sell |
54,737
-2,539
| -4% | -$184K | 1.07% | 21 |
|
|
2023
Q4 | $4.21M | Sell |
57,276
-4,891
| -8% | -$360K | 1.21% | 18 |
|
|
2023
Q3 | $4.34M | Buy |
62,167
+2,895
| +5% | +$202K | 1.34% | 18 |
|
|
2023
Q2 | $4.31M | Buy |
59,272
+5,920
| +11% | +$430K | 1.29% | 18 |
|
|
2023
Q1 | $3.94M | Buy |
53,352
+3,434
| +7% | +$254K | 1.25% | 19 |
|
|
2022
Q4 | $3.59M | Sell |
49,918
-4,679
| -9% | -$336K | 1.24% | 19 |
|
|
2022
Q3 | $3.89M | Sell |
54,597
-16,645
| -23% | -$1.19M | 1.5% | 15 |
|
|
2022
Q2 | $5.36M | Buy |
71,242
+29,465
| +71% | +$2.22M | 1.97% | 12 |
|
|
2022
Q1 | $3.32M | Buy |
41,777
+4,391
| +12% | +$349K | 0.99% | 18 |
|
|
2021
Q4 | $3.17M | Buy |
37,386
+1,120
| +3% | +$94.9K | 0.92% | 19 |
|
|
2021
Q3 | $3.1M | Buy |
36,266
+2,068
| +6% | +$177K | 0.99% | 17 |
|
|
2021
Q2 | $2.94M | Sell |
34,198
-588
| -2% | -$50.5K | 0.93% | 18 |
|
|
2021
Q1 | $2.95M | Sell |
34,786
-187
| -0.5% | -$15.8K | 0.99% | 17 |
|
|
2020
Q4 | $3.08M | Sell |
34,973
-796
| -2% | -$70.2K | 1.14% | 16 |
|
|
2020
Q3 | $3.16M | Buy |
35,769
+3,694
| +12% | +$326K | 1.33% | 14 |
|
|
2020
Q2 | $2.83M | Buy |
32,075
+5,667
| +21% | +$501K | 1.4% | 15 |
|
|
2020
Q1 | $2.25M | Buy |
26,408
+8,058
| +44% | +$688K | 1.42% | 15 |
|
|
2019
Q4 | $1.54M | Buy |
18,350
+868
| +5% | +$72.8K | 0.86% | 18 |
|
|
2019
Q3 | $1.48M | Sell |
17,482
-1,314
| -7% | -$111K | 0.87% | 18 |
|
|
2019
Q2 | $1.56M | Sell |
18,796
-557
| -3% | -$46.3K | 0.93% | 18 |
|
|
2019
Q1 | $1.57M | Sell |
19,353
-308
| -2% | -$25K | 0.96% | 17 |
|
|
2018
Q4 | $1.56M | Sell |
19,661
-5,204
| -21% | -$412K | 1.07% | 14 |
|
|
2018
Q3 | $1.96M | Sell |
24,865
-5,661
| -19% | -$446K | 1.3% | 11 |
|
|
2018
Q2 | $2.42M | Buy |
30,526
+94
| +0.3% | +$7.44K | 1.73% | 10 |
|
|
2018
Q1 | $2.43M | Sell |
30,432
-410
| -1% | -$32.8K | 1.81% | 10 |
|
|
2017
Q4 | $2.52M | Buy |
30,842
+989
| +3% | +$80.7K | 1.95% | 9 |
|
|
2017
Q3 | $2.45M | Sell |
29,853
-204
| -0.7% | -$16.7K | 2.03% | 8 |
|
|
2017
Q2 | $2.46M | Buy |
30,057
+5,913
| +24% | +$484K | 2.41% | 7 |
|
|
2017
Q1 | $1.96M | Buy |
24,144
+10,252
| +74% | +$831K | 1.99% | 8 |
|
|
2016
Q4 | $1.12M | Buy |
+13,892
| New | +$1.12M | 1.27% | 14 |
|