Vawter Financial’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 | – | Sell |
-3,266
| Closed | -$240K | – | 34 |
|
2025
Q1 | $240K | Buy |
3,266
+458
| +16% | +$33.6K | 0.13% | 88 |
|
2024
Q4 | $202K | Buy |
+2,808
| New | +$202K | 0.12% | 97 |
|
2024
Q3 | – | Sell |
-2,871
| Closed | -$207K | – | 96 |
|
2024
Q2 | $207K | Sell |
2,871
-58
| -2% | -$4.18K | 0.14% | 86 |
|
2024
Q1 | $213K | Buy |
2,929
+98
| +3% | +$7.12K | 0.15% | 80 |
|
2023
Q4 | $208K | Sell |
2,831
-700
| -20% | -$51.5K | 0.16% | 75 |
|
2023
Q3 | $246K | Hold |
3,531
| – | – | 0.28% | 57 |
|
2023
Q2 | $257K | Sell |
3,531
-50
| -1% | -$3.63K | 0.22% | 62 |
|
2023
Q1 | $264K | Buy |
3,581
+14
| +0.4% | +$1.03K | 0.27% | 46 |
|
2022
Q4 | $256K | Buy |
+3,567
| New | +$256K | 0.3% | 45 |
|