Sequent Planning’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 | $967K | Buy |
13,126
+2,047
| +18% | +$151K | 0.31% | 51 |
|
|
2025
Q1 | $814K | Sell |
11,079
-1,960
| -15% | -$144K | 0.29% | 59 |
|
|
2024
Q4 | $938K | Sell |
13,039
-1,601
| -11% | -$115K | 0.34% | 51 |
|
|
2024
Q3 | $1.1M | Sell |
14,640
-1,062
| -7% | -$79.8K | 0.38% | 44 |
|
|
2024
Q2 | $1.12M | Buy |
15,702
+3,053
| +24% | +$218K | 0.38% | 42 |
|
|
2024
Q1 | $919K | Buy |
+12,649
| New | +$919K | 0.33% | 55 |
|