San Luis Wealth 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 | $463K | Buy |
6,290
+357
| +6% | +$26.3K | 0.1% | 102 |
|
|
2025
Q1 | $436K | Sell |
5,933
-56
| -0.9% | -$4.12K | 0.1% | 98 |
|
|
2024
Q4 | $431K | Buy |
5,989
+583
| +11% | +$42K | 0.08% | 103 |
|
|
2024
Q3 | $406K | Sell |
5,406
-3
| -0.1% | -$225 | 0.08% | 104 |
|
|
2024
Q2 | $390K | Buy |
+5,409
| New | +$390K | 0.09% | 83 |
|
|
2023
Q3 | – | Sell |
-4,431
| Closed | -$322K | – | 78 |
|
|
2023
Q2 | $322K | Buy |
4,431
+211
| +5% | +$15.3K | 0.11% | 141 |
|
|
2023
Q1 | $312K | Buy |
+4,220
| New | +$312K | 0.12% | 133 |
|
|
2022
Q2 | – | Sell |
-4,841
| Closed | -$410K | – | 109 |
|
|
2022
Q1 | $410K | Buy |
+4,841
| New | +$410K | 0.2% | 96 |
|
|
2021
Q4 | – | Sell |
-4,713
| Closed | -$403K | – | 94 |
|
|
2021
Q3 | $403K | Buy |
+4,713
| New | +$403K | 0.22% | 95 |
|
|
2020
Q4 | $255K | Buy |
+2,890
| New | +$255K | 0.16% | 115 |
|