Revolve Wealth Partners’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 | $243K | Buy |
3,302
+3
| +0.1% | +$221 | 0.03% | 193 |
|
|
2025
Q1 | $242K | Buy |
3,299
+1
| +0% | +$73 | 0.04% | 186 |
|
|
2024
Q4 | $237K | Buy |
3,298
+530
| +19% | +$38.1K | 0.03% | 193 |
|
|
2024
Q3 | $208K | Buy |
+2,768
| New | +$208K | 0.03% | 189 |
|
|
2023
Q3 | – | Sell |
-2,886
| Closed | -$210K | – | 147 |
|
|
2023
Q2 | $210K | Sell |
2,886
-4,803
| -62% | -$349K | 0.05% | 137 |
|
|
2023
Q1 | $568K | Buy |
7,689
+1,679
| +28% | +$124K | 0.14% | 76 |
|
|
2022
Q4 | $432K | Buy |
6,010
+2,178
| +57% | +$156K | 0.12% | 85 |
|
|
2022
Q3 | $273K | Sell |
3,832
-115
| -3% | -$8.19K | 0.09% | 98 |
|
|
2022
Q2 | $297K | Hold |
3,947
| – | – | 0.1% | 96 |
|
|
2022
Q1 | $314K | Buy |
3,947
+1,146
| +41% | +$91.2K | 0.09% | 100 |
|
|
2021
Q4 | $237K | Buy |
+2,801
| New | +$237K | 0.07% | 131 |
|