Tradewinds LLC’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
Sell
-7,585
Closed -$557K 98
2025
Q1
$557K Sell
7,585
-8,359
-52% -$614K 0.16% 110
2024
Q4
$1.15M Sell
15,944
-993
-6% -$71.7K 0.32% 61
2024
Q3
$1.27M Sell
16,937
-3,246
-16% -$244K 0.39% 56
2024
Q2
$1.45M Buy
+20,183
New +$1.45M 0.45% 51
2023
Q3
$1.72M Sell
24,611
-1,387
-5% -$96.8K 1.01% 28
2023
Q2
$1.89M Sell
25,998
-4,317
-14% -$314K 1.11% 28
2023
Q1
$2.24M Buy
+30,315
New +$2.24M 1.36% 26
2022
Q4
Sell
-27,982
Closed -$2M 131
2022
Q3
$2M Sell
27,982
-1,122
-4% -$80K 1.45% 24
2022
Q2
$2.19M Buy
+29,104
New +$2.19M 1.49% 25