Sightline 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
$24.2M Buy
328,063
+4,700
+1% +$346K 11.66% 2
2025
Q1
$23.8M Buy
323,363
+20,282
+7% +$1.49M 12.52% 2
2024
Q4
$21.8M Buy
303,081
+31,893
+12% +$2.29M 11.76% 2
2024
Q3
$20.4M Buy
271,188
+81,499
+43% +$6.12M 11.22% 2
2024
Q2
$13.7M Buy
189,689
+35,748
+23% +$2.58M 8.51% 2
2024
Q1
$11.2M Buy
153,941
+48,271
+46% +$3.51M 7.36% 3
2023
Q4
$7.77M Buy
105,670
+64,358
+156% +$4.73M 5.91% 5
2023
Q3
$2.88M Buy
+41,312
New +$2.88M 2.69% 9