USAdvisors Wealth Management’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 | $456K | Buy |
6,200
+10
| +0.2% | +$735 | 0.17% | 84 |
|
|
2025
Q1 | $454K | Sell |
6,190
-1,607
| -21% | -$118K | 0.16% | 83 |
|
|
2024
Q4 | $560K | Buy |
7,797
+318
| +4% | +$22.8K | 0.18% | 79 |
|
|
2024
Q3 | $563K | Buy |
7,479
+93
| +1% | +$7K | 0.2% | 78 |
|
|
2024
Q2 | $532K | Buy |
7,386
+101
| +1% | +$7.28K | 0.19% | 77 |
|
|
2024
Q1 | $530K | Sell |
7,285
-69
| -0.9% | -$5.02K | 0.2% | 82 |
|
|
2023
Q4 | $540K | Buy |
7,354
+88
| +1% | +$6.46K | 0.22% | 81 |
|
|
2023
Q3 | $507K | Buy |
7,266
+30
| +0.4% | +$2.09K | 0.23% | 79 |
|
|
2023
Q2 | $526K | Buy |
7,236
+1,420
| +24% | +$103K | 0.25% | 75 |
|
|
2023
Q1 | $429K | Sell |
5,816
-42
| -0.7% | -$3.1K | 0.2% | 84 |
|
|
2022
Q4 | $421K | Sell |
5,858
-288
| -5% | -$20.7K | 0.2% | 84 |
|
|
2022
Q3 | $438K | Sell |
6,146
-1,150
| -16% | -$82K | 0.22% | 84 |
|
|
2022
Q2 | $549K | Sell |
7,296
-173
| -2% | -$13K | 0.28% | 73 |
|
|
2022
Q1 | $594K | Buy |
7,469
+270
| +4% | +$21.5K | 0.25% | 77 |
|
|
2021
Q4 | $610K | Buy |
7,199
+446
| +7% | +$37.8K | 0.25% | 72 |
|
|
2021
Q3 | $577K | Sell |
6,753
-47
| -0.7% | -$4.02K | 0.25% | 75 |
|
|
2021
Q2 | $584K | Buy |
6,800
+47
| +0.7% | +$4.04K | 0.32% | 66 |
|
|
2021
Q1 | $572K | Buy |
6,753
+7
| +0.1% | +$593 | 0.28% | 70 |
|
|
2020
Q4 | $589K | Buy |
6,746
+342
| +5% | +$29.9K | 0.28% | 54 |
|
|
2020
Q3 | $564 | Buy |
6,404
+903
| +16% | +$80 | 0.09% | 50 |
|
|
2020
Q2 | $486K | Buy |
+5,501
| New | +$486K | 0.26% | 49 |
|
|
2019
Q4 | – | Sell |
-8,666
| Closed | -$731K | – | 86 |
|
|
2019
Q3 | $731K | Sell |
8,666
-596
| -6% | -$50.3K | 0.38% | 31 |
|
|
2019
Q2 | $770 | Hold |
9,262
| – | – | 0.33% | 21 |
|
|
2019
Q1 | $743K | Hold |
9,262
| – | – | 0.53% | 20 |
|
|
2018
Q4 | $734K | Buy |
9,262
+4,631
| +100% | +$367K | 0.6% | 20 |
|
|
2018
Q3 | $364K | Hold |
4,631
| – | – | 0.26% | 48 |
|
|
2018
Q2 | $366K | Buy |
4,631
+802
| +21% | +$63.4K | 0.28% | 43 |
|
|
2018
Q1 | $306K | Buy |
+3,829
| New | +$306K | 0.24% | 43 |
|