Triad Wealth Partners’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 | $4.96M | Buy |
67,338
+22,547
| +50% | +$1.66M | 1% | 27 |
|
|
2025
Q1 | $3.29M | Sell |
44,791
-14,133
| -24% | -$1.04M | 1.02% | 23 |
|
|
2024
Q4 | $4.24M | Sell |
58,924
-110,265
| -65% | -$7.93M | 1.53% | 16 |
|
|
2024
Q3 | $12.7M | Sell |
169,189
-74,652
| -31% | -$5.61M | 6.76% | 5 |
|
|
2024
Q2 | $17.6M | Buy |
243,841
+38,488
| +19% | +$2.77M | 9.21% | 1 |
|
|
2024
Q1 | $14.9M | Buy |
+205,353
| New | +$14.9M | 11.44% | 1 |
|