Trajan 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 | $70M | Buy |
950,274
+148,932
| +19% | +$11M | 3.42% | 6 |
|
2025
Q1 | $58.9M | Buy |
801,342
+162,872
| +26% | +$12M | 3.21% | 7 |
|
2024
Q4 | $45.9M | Buy |
638,470
+125,423
| +24% | +$9.02M | 2.54% | 9 |
|
2024
Q3 | $38.5M | Buy |
513,047
+100,527
| +24% | +$7.55M | 2.27% | 8 |
|
2024
Q2 | $29.7M | Buy |
412,520
+65,149
| +19% | +$4.69M | 1.91% | 10 |
|
2024
Q1 | $25.2M | Buy |
+347,371
| New | +$25.2M | 1.71% | 12 |
|