Twin Peaks Wealth 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 | $1.28M | Buy |
17,439
+8,668
| +99% | +$637K | 0.42% | 52 |
|
|
2025
Q1 | $637K | Sell |
8,771
-5,699
| -39% | -$414K | 0.29% | 70 |
|
|
2024
Q4 | $1.04M | Buy |
14,470
+2,328
| +19% | +$167K | 0.44% | 51 |
|
|
2024
Q3 | $912K | Buy |
12,142
+690
| +6% | +$51.8K | 0.42% | 49 |
|
|
2024
Q2 | $825K | Buy |
11,452
+6,728
| +142% | +$485K | 0.41% | 52 |
|
|
2024
Q1 | $343K | Sell |
4,724
-2,774
| -37% | -$201K | 0.19% | 89 |
|
|
2023
Q4 | $551K | Buy |
+7,498
| New | +$551K | 0.35% | 59 |
|