Von Berge Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,285
| Closed | -$239K | – | 67 |
|
|
2024
Q1 | $239K | Buy |
+3,285
| New | +$239K | 0.15% | 58 |
|
|
2023
Q4 | – | Sell |
-5,027
| Closed | -$352K | – | 67 |
|
|
2023
Q3 | $352K | Buy |
5,027
+324
| +7% | +$22.7K | 0.3% | 40 |
|
|
2023
Q2 | $342K | Buy |
4,703
+235
| +5% | +$17.1K | 0.28% | 40 |
|
|
2023
Q1 | $330K | Buy |
4,468
+1,115
| +33% | +$82.5K | 0.3% | 39 |
|
|
2022
Q4 | $248K | Buy |
+3,353
| New | +$248K | 0.22% | 51 |
|