Wealth Enhancement Advisory Services’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 | $111M | Buy |
1,513,380
+11,644
| +0.8% | +$851K | 0.18% | 109 |
|
2025
Q1 | $110M | Sell |
1,501,736
-154,447
| -9% | -$11.3M | 0.21% | 91 |
|
2024
Q4 | $119M | Buy |
1,656,183
+522,323
| +46% | +$37.6M | 0.23% | 86 |
|
2024
Q3 | $85.2M | Sell |
1,133,860
-74,721
| -6% | -$5.61M | 0.18% | 114 |
|
2024
Q2 | $87.1M | Buy |
1,208,581
+636,607
| +111% | +$45.9M | 0.21% | 101 |
|
2024
Q1 | $41.5M | Buy |
571,974
+242,467
| +74% | +$17.6M | 0.11% | 193 |
|
2023
Q4 | $24.2M | Buy |
329,507
+48,472
| +17% | +$3.57M | 0.07% | 266 |
|
2023
Q3 | $19.6M | Buy |
281,035
+256,913
| +1,065% | +$17.9M | 0.06% | 284 |
|
2023
Q2 | $1.75M | Buy |
24,122
+18,750
| +349% | +$1.36M | 0.02% | 214 |
|
2023
Q1 | $397K | Sell |
5,372
-11,854
| -69% | -$875K | ﹤0.01% | 407 |
|
2022
Q4 | $1.27M | Sell |
17,226
-42,987
| -71% | -$3.18M | 0.02% | 204 |
|
2022
Q3 | $4.27M | Sell |
60,213
-1,220
| -2% | -$86.5K | 0.06% | 126 |
|
2022
Q2 | $4.6M | Buy |
61,433
+8,998
| +17% | +$674K | 0.06% | 137 |
|
2022
Q1 | $4.15M | Buy |
52,435
+126
| +0.2% | +$9.98K | 0.06% | 146 |
|
2021
Q4 | $4.33M | Buy |
52,309
+1,330
| +3% | +$110K | 0.06% | 128 |
|
2021
Q3 | $4.34M | Buy |
50,979
+2,637
| +5% | +$225K | 0.06% | 115 |
|
2021
Q2 | $4.18M | Buy |
48,342
+3,144
| +7% | +$272K | 0.07% | 109 |
|
2021
Q1 | $3.84M | Buy |
+45,198
| New | +$3.84M | 0.07% | 111 |
|