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