Simplicity Wealth’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 | $4.2M | Buy |
57,043
+38,793
| +213% | +$2.86M | 0.17% | 130 |
|
|
2025
Q1 | $1.34M | Buy |
18,250
+13,060
| +252% | +$959K | 0.1% | 202 |
|
|
2024
Q4 | $373K | Sell |
5,190
-3,548
| -41% | -$255K | 0.08% | 202 |
|
|
2024
Q3 | $656K | Sell |
8,738
-83,186
| -90% | -$6.25M | 0.06% | 252 |
|
|
2024
Q2 | $6.62M | Sell |
91,924
-309
| -0.3% | -$22.3K | 0.15% | 142 |
|
|
2024
Q1 | $6.7M | Buy |
92,233
+87,561
| +1,874% | +$6.36M | 0.16% | 130 |
|
|
2023
Q4 | $344K | Sell |
4,672
-412
| -8% | -$30.3K | 0.13% | 130 |
|
|
2023
Q3 | $355K | Buy |
+5,084
| New | +$355K | 0.21% | 55 |
|
|
2023
Q1 | – | Sell |
-3,454
| Closed | -$248K | – | 70 |
|
|
2022
Q4 | $248K | Buy |
+3,454
| New | +$248K | 0.22% | 59 |
|