Visionary 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 | $25.4M | Buy |
344,389
+64,537
| +23% | +$4.75M | 1.3% | 9 |
|
|
2025
Q1 | $20.6M | Sell |
279,852
-2,368
| -0.8% | -$174K | 1.23% | 12 |
|
|
2024
Q4 | $20.3M | Buy |
282,220
+51
| +0% | +$3.67K | 1.19% | 14 |
|
|
2024
Q3 | $21.2M | Buy |
282,169
+17,025
| +6% | +$1.28M | 1.29% | 11 |
|
|
2024
Q2 | $19.1M | Sell |
265,144
-11,181
| -4% | -$806K | 1.25% | 13 |
|
|
2024
Q1 | $20.1M | Buy |
276,325
+44,588
| +19% | +$3.24M | 1.35% | 12 |
|
|
2023
Q4 | $17M | Buy |
231,737
+2,477
| +1% | +$182K | 1.25% | 15 |
|
|
2023
Q3 | $16M | Buy |
229,260
+6,500
| +3% | +$454K | 1.3% | 13 |
|
|
2023
Q2 | $16.2M | Buy |
222,760
+21,395
| +11% | +$1.56M | 1.3% | 15 |
|
|
2023
Q1 | $14.9M | Buy |
201,365
+20,900
| +12% | +$1.54M | 1.26% | 15 |
|
|
2022
Q4 | $13M | Sell |
180,465
-44,264
| -20% | -$3.18M | 1.2% | 15 |
|
|
2022
Q3 | $16M | Sell |
224,729
-3,546
| -2% | -$253K | 1.67% | 12 |
|
|
2022
Q2 | $17.2M | Sell |
228,275
-52,863
| -19% | -$3.98M | 1.54% | 14 |
|
|
2022
Q1 | $22.4M | Buy |
281,138
+275,565
| +4,945% | +$21.9M | 1.8% | 11 |
|
|
2021
Q4 | $472K | Buy |
5,573
+1,828
| +49% | +$155K | 0.04% | 240 |
|
|
2021
Q3 | $320K | Sell |
3,745
-2,384
| -39% | -$204K | 0.03% | 243 |
|
|
2021
Q2 | $526K | Sell |
6,129
-48,929
| -89% | -$4.2M | 0.05% | 198 |
|
|
2021
Q1 | $4.67M | Buy |
55,058
+9,997
| +22% | +$847K | 0.49% | 53 |
|
|
2020
Q4 | $3.97M | Buy |
45,061
+42,105
| +1,424% | +$3.71M | 0.45% | 58 |
|
|
2020
Q3 | $261K | Buy |
2,956
+688
| +30% | +$60.7K | 0.04% | 205 |
|
|
2020
Q2 | $200K | Buy |
+2,268
| New | +$200K | 0.03% | 223 |
|