Schwallier 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 | $499K | Sell |
6,778
-1,124
| -14% | -$82.8K | 0.31% | 31 |
|
|
2025
Q1 | $580K | Sell |
7,902
-92,086
| -92% | -$6.76M | 0.43% | 27 |
|
|
2024
Q4 | $7.19M | Sell |
99,988
-19,342
| -16% | -$1.39M | 5.47% | 7 |
|
|
2024
Q3 | $8.96M | Sell |
119,330
-7,145
| -6% | -$537K | 6.41% | 7 |
|
|
2024
Q2 | $9.11M | Sell |
126,475
-1,191
| -0.9% | -$85.8K | 7.4% | 6 |
|
|
2024
Q1 | $9.27M | Sell |
127,666
-28,490
| -18% | -$2.07M | 7.47% | 7 |
|
|
2023
Q4 | $11.5M | Buy |
+156,156
| New | +$11.5M | 9.52% | 4 |
|