Riverpoint Wealth Management Holdings’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 | $666K | Sell |
9,052
-158
| -2% | -$11.6K | 0.16% | 37 |
|
|
2025
Q1 | $676K | Buy |
9,210
+473
| +5% | +$34.7K | 0.17% | 33 |
|
|
2024
Q4 | $628K | Buy |
8,737
+35
| +0.4% | +$2.52K | 0.16% | 37 |
|
|
2024
Q3 | $654K | Sell |
8,702
-204
| -2% | -$15.3K | 0.17% | 33 |
|
|
2024
Q2 | $642K | Buy |
8,906
+242
| +3% | +$17.4K | 0.18% | 32 |
|
|
2024
Q1 | $629K | Buy |
8,664
+939
| +12% | +$68.2K | 0.18% | 31 |
|
|
2023
Q4 | $568K | Buy |
7,725
+90
| +1% | +$6.62K | 0.17% | 32 |
|
|
2023
Q3 | $533K | Buy |
7,635
+11
| +0.1% | +$768 | 0.18% | 31 |
|
|
2023
Q2 | $554K | Buy |
7,624
+436
| +6% | +$31.7K | 0.18% | 29 |
|
|
2023
Q1 | $531K | Buy |
+7,188
| New | +$531K | 0.18% | 28 |
|