Ruedi Wealth Management’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 | $1.04M | Buy |
14,076
+297
| +2% | +$21.9K | 0.31% | 28 |
|
|
2025
Q1 | $1.01M | Buy |
13,779
+2,039
| +17% | +$150K | 0.32% | 24 |
|
|
2024
Q4 | $844K | Buy |
11,740
+176
| +2% | +$12.7K | 0.27% | 24 |
|
|
2024
Q3 | $869K | Buy |
11,564
+172
| +2% | +$12.9K | 0.3% | 24 |
|
|
2024
Q2 | $821K | Sell |
11,392
-446
| -4% | -$32.1K | 0.32% | 24 |
|
|
2024
Q1 | $860K | Sell |
11,838
-472
| -4% | -$34.3K | 0.36% | 24 |
|
|
2023
Q4 | $905K | Buy |
12,310
+4,068
| +49% | +$299K | 0.43% | 23 |
|
|
2023
Q3 | $575K | Buy |
8,242
+377
| +5% | +$26.3K | 0.33% | 24 |
|
|
2023
Q2 | $572K | Buy |
7,865
+79
| +1% | +$5.74K | 0.34% | 24 |
|
|
2023
Q1 | $575K | Buy |
7,786
+1,190
| +18% | +$87.9K | 0.37% | 21 |
|
|
2022
Q4 | $562K | Buy |
+6,596
| New | +$562K | 0.4% | 20 |
|