Taylor & Morgan 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 | $673K | Sell |
9,145
-273
| -3% | -$20.1K | 0.45% | 34 |
|
|
2025
Q1 | $692K | Sell |
9,418
-354
| -4% | -$26K | 0.52% | 33 |
|
|
2024
Q4 | $703K | Sell |
9,772
-63
| -0.6% | -$4.53K | 0.49% | 31 |
|
|
2024
Q3 | $739K | Buy |
9,835
+323
| +3% | +$24.3K | 0.5% | 28 |
|
|
2024
Q2 | $685K | Sell |
9,512
-34
| -0.4% | -$2.45K | 0.48% | 29 |
|
|
2024
Q1 | $693K | Sell |
9,546
-224
| -2% | -$16.3K | 0.51% | 28 |
|
|
2023
Q4 | $719K | Buy |
9,770
+81
| +0.8% | +$5.96K | 0.57% | 27 |
|
|
2023
Q3 | $676K | Buy |
9,689
+49
| +0.5% | +$3.42K | 0.61% | 26 |
|
|
2023
Q2 | $701K | Buy |
9,640
+59
| +0.6% | +$4.29K | 0.57% | 28 |
|
|
2023
Q1 | $707K | Buy |
9,581
+70
| +0.7% | +$5.17K | 0.62% | 29 |
|
|
2022
Q4 | $683K | Buy |
9,511
+72
| +0.8% | +$5.17K | 0.64% | 32 |
|
|
2022
Q3 | $673K | Sell |
9,439
-967
| -9% | -$68.9K | 0.67% | 31 |
|
|
2022
Q2 | $783K | Buy |
10,406
+331
| +3% | +$24.9K | 0.74% | 30 |
|
|
2022
Q1 | $801K | Sell |
10,075
-1,459
| -13% | -$116K | 0.66% | 34 |
|
|
2021
Q4 | $978K | Buy |
+11,534
| New | +$978K | 0.79% | 31 |
|