Stone Summit 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 | $4.73M | Sell |
64,226
-94
| -0.1% | -$6.92K | 1.47% | 17 |
|
|
2025
Q1 | $4.72M | Buy |
64,320
+6,221
| +11% | +$457K | 1.6% | 14 |
|
|
2024
Q4 | $4.18M | Sell |
58,099
-2,463
| -4% | -$177K | 1.4% | 22 |
|
|
2024
Q3 | $4.55M | Buy |
60,562
+6,270
| +12% | +$471K | 1.47% | 19 |
|
|
2024
Q2 | $3.91M | Buy |
54,292
+5,449
| +11% | +$393K | 1.4% | 21 |
|
|
2024
Q1 | $3.55M | Buy |
48,843
+9,397
| +24% | +$683K | 1.23% | 24 |
|
|
2023
Q4 | $2.9M | Buy |
39,446
+7,170
| +22% | +$527K | 1.11% | 27 |
|
|
2023
Q3 | $2.25M | Sell |
32,276
-4,017
| -11% | -$280K | 0.97% | 34 |
|
|
2023
Q2 | $2.64M | Buy |
36,293
+1,128
| +3% | +$82K | 1.09% | 27 |
|
|
2023
Q1 | $2.6M | Buy |
35,165
+7,311
| +26% | +$540K | 1.15% | 27 |
|
|
2022
Q4 | $2M | Buy |
27,854
+4,493
| +19% | +$323K | 0.98% | 33 |
|
|
2022
Q3 | $1.67M | Buy |
23,361
+4,240
| +22% | +$303K | 1.02% | 33 |
|
|
2022
Q2 | $1.44M | Buy |
19,121
+4,414
| +30% | +$332K | 0.86% | 41 |
|
|
2022
Q1 | $1.17M | Buy |
14,707
+147
| +1% | +$11.7K | 0.65% | 49 |
|
|
2021
Q4 | $1.23M | Buy |
+14,560
| New | +$1.23M | 1% | 39 |
|