Topel & Distasi 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 | $603K | Sell |
8,190
-4,934
| -38% | -$363K | 0.32% | 44 |
|
|
2025
Q1 | $964K | Sell |
13,124
-790
| -6% | -$58K | 0.45% | 44 |
|
|
2024
Q4 | $1M | Buy |
13,914
+858
| +7% | +$61.7K | 0.43% | 48 |
|
|
2024
Q3 | $981K | Buy |
13,056
+215
| +2% | +$16.1K | 0.41% | 50 |
|
|
2024
Q2 | $925K | Buy |
12,841
+454
| +4% | +$32.7K | 0.41% | 49 |
|
|
2024
Q1 | $900K | Buy |
12,387
+12
| +0.1% | +$872 | 0.4% | 50 |
|
|
2023
Q4 | $910K | Buy |
12,375
+2,269
| +22% | +$167K | 0.43% | 47 |
|
|
2023
Q3 | $705K | Buy |
10,106
+365
| +4% | +$25.5K | 0.37% | 49 |
|
|
2023
Q2 | $708K | Buy |
9,741
+65
| +0.7% | +$4.73K | 0.36% | 49 |
|
|
2023
Q1 | $714K | Buy |
9,676
+271
| +3% | +$20K | 0.37% | 49 |
|
|
2022
Q4 | $676K | Buy |
9,405
+79
| +0.8% | +$5.68K | 0.38% | 46 |
|
|
2022
Q3 | $665K | Buy |
9,326
+119
| +1% | +$8.49K | 0.37% | 51 |
|
|
2022
Q2 | $693K | Sell |
9,207
-787
| -8% | -$59.2K | 0.4% | 49 |
|
|
2022
Q1 | $795K | Buy |
9,994
+199
| +2% | +$15.8K | 0.33% | 56 |
|
|
2021
Q4 | $830K | Buy |
+9,795
| New | +$830K | 0.34% | 57 |
|