True Link Financial Advisors’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 | $239K | Buy |
+3,242
| New | +$239K | 0.02% | 80 |
|
|
2023
Q1 | – | Sell |
-4,485
| Closed | -$322K | – | 120 |
|
|
2022
Q4 | $322K | Sell |
4,485
-1,493
| -25% | -$107K | 0.04% | 99 |
|
|
2022
Q3 | $426K | Sell |
5,978
-135
| -2% | -$9.62K | 0.06% | 89 |
|
|
2022
Q2 | $460K | Buy |
6,113
+1,519
| +33% | +$114K | 0.07% | 86 |
|
|
2022
Q1 | $365K | Sell |
4,594
-2,225
| -33% | -$177K | 0.05% | 95 |
|
|
2021
Q4 | $578K | Hold |
6,819
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $583K | Hold |
6,819
| – | – | 0.08% | 83 |
|
|
2021
Q2 | $586K | Sell |
6,819
-261
| -4% | -$22.4K | 0.09% | 72 |
|
|
2021
Q1 | $600K | Sell |
7,080
-967
| -12% | -$81.9K | 0.09% | 92 |
|
|
2020
Q4 | $710K | Buy |
+8,047
| New | +$710K | 0.11% | 81 |
|