Valley Wealth Managers’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 | $111K | Sell |
1,506
-146
| -9% | -$10.8K | 0.01% | 179 |
|
|
2025
Q1 | $121K | Hold |
1,652
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $119K | Sell |
1,652
-180
| -10% | -$12.9K | 0.01% | 188 |
|
|
2024
Q3 | $138K | Sell |
1,832
-196
| -10% | -$14.7K | 0.01% | 186 |
|
|
2024
Q2 | $146K | Sell |
2,028
-288
| -12% | -$20.8K | 0.01% | 192 |
|
|
2024
Q1 | $168K | Sell |
2,316
-150
| -6% | -$10.9K | 0.01% | 186 |
|
|
2023
Q4 | $181K | Sell |
2,466
-274
| -10% | -$20.2K | 0.01% | 183 |
|
|
2023
Q3 | $191K | Sell |
2,740
-5,870
| -68% | -$410K | 0.02% | 185 |
|
|
2023
Q2 | $626K | Sell |
8,610
-471
| -5% | -$34.2K | 0.06% | 115 |
|
|
2023
Q1 | $670K | Sell |
9,081
-999
| -10% | -$73.8K | 0.06% | 116 |
|
|
2022
Q4 | $724K | Sell |
10,080
-1,236
| -11% | -$88.8K | 0.07% | 115 |
|
|
2022
Q3 | $807K | Sell |
11,316
-1,076
| -9% | -$76.7K | 0.08% | 112 |
|
|
2022
Q2 | $933K | Buy |
+12,392
| New | +$933K | 0.09% | 113 |
|