Valley Financial Group’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 | $252K | Sell |
3,417
-92
| -3% | -$6.77K | 0.15% | 50 |
|
|
2025
Q1 | $258K | Sell |
3,509
-110
| -3% | -$8.08K | 0.17% | 47 |
|
|
2024
Q4 | $260K | Sell |
3,619
-39
| -1% | -$2.8K | 0.18% | 47 |
|
|
2024
Q3 | $275K | Sell |
3,658
-940
| -20% | -$70.6K | 0.19% | 48 |
|
|
2024
Q2 | $331K | Sell |
4,598
-15
| -0.3% | -$1.08K | 0.24% | 39 |
|
|
2024
Q1 | $335K | Sell |
4,613
-505
| -10% | -$36.7K | 0.25% | 39 |
|
|
2023
Q4 | $376K | Buy |
+5,118
| New | +$376K | 0.29% | 41 |
|