Rise 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
Q2 | $71.2K | Buy |
967
+9
| +0.9% | +$663 | 0.03% | 198 |
|
|
2025
Q1 | $70.4K | Sell |
958
-44
| -4% | -$3.23K | 0.03% | 188 |
|
|
2024
Q4 | $72K | Sell |
1,002
-263
| -21% | -$18.9K | 0.03% | 174 |
|
|
2024
Q3 | $95K | Buy |
1,265
+12
| +1% | +$901 | 0.05% | 152 |
|
|
2024
Q2 | $90.3K | Sell |
1,253
-11
| -0.9% | -$793 | 0.05% | 159 |
|
|
2024
Q1 | $91.8K | Sell |
1,264
-90
| -7% | -$6.54K | 0.05% | 161 |
|
|
2023
Q4 | $99.6K | Buy |
1,354
+12
| +0.9% | +$883 | 0.07% | 104 |
|
|
2023
Q3 | $93.6K | Buy |
1,342
+9
| +0.7% | +$628 | 0.07% | 95 |
|
|
2023
Q2 | $96.9K | Buy |
1,333
+10
| +0.8% | +$727 | 0.07% | 104 |
|
|
2023
Q1 | $97.7K | Sell |
1,323
-16
| -1% | -$1.18K | 0.07% | 106 |
|
|
2022
Q4 | $96.2K | Sell |
1,339
-5,773
| -81% | -$415K | 0.08% | 105 |
|
|
2022
Q3 | $507K | Sell |
7,112
-94
| -1% | -$6.7K | 0.42% | 29 |
|
|
2022
Q2 | $542K | Sell |
7,206
-366
| -5% | -$27.5K | 0.55% | 29 |
|
|
2022
Q1 | $602K | Buy |
7,572
+705
| +10% | +$56.1K | 0.54% | 28 |
|
|
2021
Q4 | $582K | Buy |
+6,867
| New | +$582K | 0.55% | 29 |
|