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 |
|