Verum Partners’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 | $484K | Sell |
6,572
-803
| -11% | -$59.1K | 0.11% | 99 |
|
2025
Q1 | $542K | Sell |
7,375
-45
| -0.6% | -$3.31K | 0.15% | 78 |
|
2024
Q4 | $534K | Buy |
7,420
+125
| +2% | +$8.99K | 0.15% | 81 |
|
2024
Q3 | $548K | Sell |
7,295
-552
| -7% | -$41.5K | 0.16% | 80 |
|
2024
Q2 | $565K | Buy |
7,847
+465
| +6% | +$33.5K | 0.18% | 74 |
|
2024
Q1 | $536K | Buy |
7,382
+48
| +0.7% | +$3.49K | 0.19% | 80 |
|
2023
Q4 | $539K | Buy |
7,334
+514
| +8% | +$37.8K | 0.21% | 74 |
|
2023
Q3 | $476K | Buy |
6,820
+1,181
| +21% | +$82.4K | 0.21% | 76 |
|
2023
Q2 | $410K | Sell |
5,639
-5
| -0.1% | -$363 | 0.37% | 52 |
|
2023
Q1 | $417K | Buy |
5,644
+543
| +11% | +$40.1K | 0.45% | 42 |
|
2022
Q4 | $366K | Buy |
+5,101
| New | +$366K | 0.45% | 47 |
|