Spire 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 | $1.51M | Sell |
20,452
-7,825
| -28% | -$576K | 0.05% | 286 |
|
|
2025
Q1 | $2.08M | Buy |
28,277
+5,373
| +23% | +$395K | 0.07% | 259 |
|
|
2024
Q4 | $1.65M | Sell |
22,904
-599
| -3% | -$43.1K | 0.05% | 275 |
|
|
2024
Q3 | $1.77M | Sell |
23,503
-22,135
| -49% | -$1.66M | 0.06% | 261 |
|
|
2024
Q2 | $3.29M | Sell |
45,638
-66,712
| -59% | -$4.81M | 0.12% | 168 |
|
|
2024
Q1 | $8.16M | Sell |
112,350
-34,482
| -23% | -$2.5M | 0.15% | 106 |
|
|
2023
Q4 | $10.7M | Buy |
146,832
+34,617
| +31% | +$2.52M | 0.35% | 58 |
|
|
2023
Q3 | $7.83M | Sell |
112,215
-8,613
| -7% | -$601K | 0.3% | 71 |
|
|
2023
Q2 | $8.78M | Sell |
120,828
-13,868
| -10% | -$1.01M | 0.32% | 67 |
|
|
2023
Q1 | $9.94M | Sell |
134,696
-8,561
| -6% | -$632K | 0.39% | 56 |
|
|
2022
Q4 | $10.3M | Buy |
143,257
+124,071
| +647% | +$8.91M | 0.58% | 39 |
|
|
2022
Q3 | $1.37M | Sell |
19,186
-1,141
| -6% | -$81.4K | 0.08% | 169 |
|
|
2022
Q2 | $1.53M | Sell |
20,327
-3,782
| -16% | -$285K | 0.06% | 245 |
|
|
2022
Q1 | $2.04M | Sell |
24,109
-3,663
| -13% | -$309K | 0.05% | 269 |
|
|
2021
Q4 | $2.35M | Sell |
27,772
-2,662
| -9% | -$226K | 0.05% | 284 |
|
|
2021
Q3 | $2.6M | Sell |
30,434
-851
| -3% | -$72.7K | 0.07% | 244 |
|
|
2021
Q2 | $2.69M | Sell |
31,285
-1,181
| -4% | -$101K | 0.07% | 240 |
|
|
2021
Q1 | $2.61M | Buy |
+32,466
| New | +$2.61M | 0.07% | 236 |
|