Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $22.1M | Buy |
300,279
+20,059
| +7% | +$1.47M | 5.21% | 4 |
|
|
2024
Q4 | $20.2M | Buy |
280,220
+15,150
| +6% | +$1.09M | 4.52% | 6 |
|
|
2024
Q3 | $19.9M | Buy |
265,070
+12,720
| +5% | +$955K | 4.57% | 5 |
|
|
2024
Q2 | $18.2M | Buy |
252,350
+55,671
| +28% | +$4.01M | 4.16% | 6 |
|
|
2024
Q1 | $14.3M | Buy |
196,679
+63,876
| +48% | +$4.64M | 3.63% | 6 |
|
|
2023
Q4 | $9.77M | Buy |
132,803
+118,100
| +803% | +$8.69M | 2.65% | 11 |
|
|
2023
Q3 | $1.03M | Buy |
+14,703
| New | +$1.03M | 0.31% | 57 |
|
|
2023
Q2 | – | Sell |
-2,730
| Closed | -$202K | – | 156 |
|
|
2023
Q1 | $202K | Buy |
+2,730
| New | +$202K | 0.06% | 153 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$2K | – | 252 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 799 |
|