Total Wealth Planning’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 | $4.12M | Sell |
55,996
-1,621
| -3% | -$119K | 0.52% | 35 |
|
|
2025
Q1 | $4.23M | Buy |
57,617
+2,803
| +5% | +$206K | 0.65% | 28 |
|
|
2024
Q4 | $3.94M | Buy |
54,814
+7,628
| +16% | +$549K | 0.61% | 29 |
|
|
2024
Q3 | $3.54M | Sell |
47,186
-131
| -0.3% | -$9.84K | 0.55% | 34 |
|
|
2024
Q2 | $3.46M | Buy |
47,317
+517
| +1% | +$37.8K | 0.57% | 35 |
|
|
2024
Q1 | $3.4M | Sell |
46,800
-1,778
| -4% | -$129K | 0.58% | 35 |
|
|
2023
Q4 | $3.57M | Sell |
48,578
-3,222
| -6% | -$237K | 0.65% | 35 |
|
|
2023
Q3 | $3.61M | Sell |
51,800
-2,095
| -4% | -$146K | 0.74% | 31 |
|
|
2023
Q2 | $3.92M | Sell |
53,895
-1,214
| -2% | -$88.2K | 0.82% | 28 |
|
|
2023
Q1 | $4.07M | Sell |
55,109
-1,641
| -3% | -$121K | 0.9% | 26 |
|
|
2022
Q4 | $4.08M | Sell |
56,750
-33,176
| -37% | -$2.38M | 1.01% | 24 |
|
|
2022
Q3 | $6.41M | Sell |
89,926
-1,553
| -2% | -$111K | 1.82% | 15 |
|
|
2022
Q2 | $6.89M | Buy |
91,479
+52,354
| +134% | +$3.94M | 1.99% | 14 |
|
|
2022
Q1 | $3.11M | Buy |
39,125
+24,478
| +167% | +$1.95M | 0.84% | 25 |
|
|
2021
Q4 | $1.19M | Buy |
14,647
+1,031
| +8% | +$83.7K | 0.73% | 20 |
|
|
2021
Q3 | $1.16M | Buy |
13,616
+5
| +0% | +$427 | 0.42% | 24 |
|
|
2021
Q2 | $1.17M | Buy |
13,611
+308
| +2% | +$26.5K | 0.46% | 22 |
|
|
2021
Q1 | $1.13M | Buy |
13,303
+236
| +2% | +$20K | 0.48% | 22 |
|
|
2020
Q4 | $1.15M | Buy |
13,067
+477
| +4% | +$42.1K | 0.53% | 22 |
|
|
2020
Q3 | $1.11M | Buy |
12,590
+1,062
| +9% | +$93.7K | 0.58% | 22 |
|
|
2020
Q2 | $1.02M | Buy |
11,528
+465
| +4% | +$41.1K | 0.56% | 22 |
|
|
2020
Q1 | $944K | Sell |
11,063
-3,220
| -23% | -$275K | 0.61% | 21 |
|
|
2019
Q4 | $1.2M | Buy |
14,283
+211
| +1% | +$17.7K | 0.64% | 22 |
|
|
2019
Q3 | $1.19M | Sell |
14,072
-585
| -4% | -$49.4K | 0.68% | 21 |
|
|
2019
Q2 | $1.22M | Buy |
14,657
+10
| +0.1% | +$831 | 0.72% | 20 |
|
|
2019
Q1 | $1.19M | Sell |
14,647
-1,238
| -8% | -$100K | 0.73% | 20 |
|
|
2018
Q4 | $1.26M | Buy |
+15,885
| New | +$1.26M | 0.87% | 20 |
|