Roger Wittlin Investment Advisory’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 | $2.59M | Buy |
35,235
+3,635
| +12% | +$268K | 1.45% | 14 |
|
|
2025
Q1 | $2.32M | Buy |
31,600
+229
| +0.7% | +$16.8K | 1.36% | 14 |
|
|
2024
Q4 | $2.26M | Sell |
31,371
-44,332
| -59% | -$3.19M | 1.26% | 15 |
|
|
2024
Q3 | $5.69M | Buy |
75,703
+3,803
| +5% | +$286K | 3.27% | 10 |
|
|
2024
Q2 | $5.18M | Buy |
71,900
+15,611
| +28% | +$1.12M | 3.33% | 10 |
|
|
2024
Q1 | $4.09M | Sell |
56,289
-11,214
| -17% | -$814K | 2.87% | 10 |
|
|
2023
Q4 | $4.97M | Sell |
67,503
-11,086
| -14% | -$815K | 3.67% | 10 |
|
|
2023
Q3 | $5.48M | Sell |
78,589
-1,752
| -2% | -$122K | 4.66% | 6 |
|
|
2023
Q2 | $5.84M | Buy |
80,341
+663
| +0.8% | +$48.2K | 4.73% | 7 |
|
|
2023
Q1 | $5.88M | Buy |
79,678
+20,193
| +34% | +$1.49M | 5.26% | 8 |
|
|
2022
Q4 | $4.27M | Buy |
59,485
+59,458
| +220,215% | +$4.27M | 4.27% | 10 |
|
|
2022
Q3 | $1K | Sell |
27
-20,235
| -100% | -$749K | 0.03% | 16 |
|
|
2022
Q2 | $1.52M | Sell |
20,262
-92,492
| -82% | -$6.96M | 1.5% | 19 |
|
|
2022
Q1 | $8.97M | Sell |
112,754
-32,384
| -22% | -$2.58M | 8.26% | 3 |
|
|
2021
Q4 | $12.3M | Buy |
+145,138
| New | +$12.3M | 9.66% | 3 |
|