VERITY Wealth Advisors’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 | $1.17M | Buy |
15,947
+113
| +0.7% | +$8.32K | 0.79% | 20 |
|
|
2025
Q1 | $1.16M | Buy |
15,834
+72
| +0.5% | +$5.29K | 0.86% | 20 |
|
|
2024
Q4 | $1.13M | Buy |
15,762
+140
| +0.9% | +$10.1K | 0.82% | 22 |
|
|
2024
Q3 | $1.17M | Buy |
15,622
+103
| +0.7% | +$7.74K | 0.82% | 24 |
|
|
2024
Q2 | $1.12M | Buy |
15,519
+101
| +0.7% | +$7.28K | 0.84% | 20 |
|
|
2024
Q1 | $1.12M | Sell |
15,418
-3,114
| -17% | -$226K | 0.86% | 21 |
|
|
2023
Q4 | $1.36M | Sell |
18,532
-4,406
| -19% | -$324K | 1.17% | 15 |
|
|
2023
Q3 | $1.6M | Sell |
22,938
-485
| -2% | -$33.8K | 1.51% | 15 |
|
|
2023
Q2 | $1.7M | Sell |
23,423
-933
| -4% | -$67.8K | 1.53% | 15 |
|
|
2023
Q1 | $1.8M | Buy |
24,356
+334
| +1% | +$24.7K | 1.67% | 15 |
|
|
2022
Q4 | $1.73M | Sell |
24,022
-2,732
| -10% | -$196K | 1.69% | 15 |
|
|
2022
Q3 | $1.91M | Sell |
26,754
-1,847
| -6% | -$132K | 1.96% | 11 |
|
|
2022
Q2 | $2.15M | Sell |
28,601
-5,042
| -15% | -$379K | 2.09% | 10 |
|
|
2022
Q1 | $2.68M | Buy |
33,643
+1,256
| +4% | +$99.9K | 2.36% | 10 |
|
|
2021
Q4 | $2.75M | Buy |
32,387
+3,679
| +13% | +$312K | 2.28% | 11 |
|
|
2021
Q3 | $2.45M | Buy |
28,708
+53
| +0.2% | +$4.53K | 2.19% | 11 |
|
|
2021
Q2 | $2.46M | Sell |
28,655
-13,213
| -32% | -$1.13M | 2.23% | 12 |
|
|
2021
Q1 | $3.55M | Buy |
41,868
+110
| +0.3% | +$9.32K | 3.14% | 7 |
|
|
2020
Q4 | $3.68M | Buy |
41,758
+171
| +0.4% | +$15.1K | 3.35% | 7 |
|
|
2020
Q3 | $3.67M | Buy |
41,587
+3,787
| +10% | +$334K | 3.75% | 6 |
|
|
2020
Q2 | $3.34M | Buy |
37,800
+7,244
| +24% | +$640K | 3.57% | 7 |
|
|
2020
Q1 | $2.61M | Sell |
30,556
-16,125
| -35% | -$1.38M | 3.54% | 9 |
|
|
2019
Q4 | $3.92M | Buy |
46,681
+537
| +1% | +$45K | 3.77% | 10 |
|
|
2019
Q3 | $3.9M | Sell |
46,144
-1,729
| -4% | -$146K | 3.84% | 9 |
|
|
2019
Q2 | $3.98M | Sell |
47,873
-1,779
| -4% | -$148K | 3.91% | 8 |
|
|
2019
Q1 | $4.03M | Sell |
49,652
-3,831
| -7% | -$311K | 4.12% | 7 |
|
|
2018
Q4 | $4.24M | Buy |
+53,483
| New | +$4.24M | 4.87% | 6 |
|