U.S. Capital Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $688K | Sell |
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|
2025
Q2 | $698K | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $960K | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.82M | Buy |
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