Wealthcare Advisory 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 | $1.55M | Sell |
21,084
-182,524
| -90% | -$13.4M | 0.04% | 383 |
|
2025
Q1 | $15M | Sell |
203,608
-6,048
| -3% | -$444K | 0.4% | 52 |
|
2024
Q4 | $15.1M | Buy |
209,656
+1,131
| +0.5% | +$81.3K | 0.42% | 46 |
|
2024
Q3 | $15.7M | Buy |
208,525
+183,287
| +726% | +$13.8M | 0.45% | 44 |
|
2024
Q2 | $1.82M | Sell |
25,238
-1,307
| -5% | -$94.2K | 0.06% | 255 |
|
2024
Q1 | $1.93M | Buy |
26,545
+1,113
| +4% | +$80.8K | 0.06% | 237 |
|
2023
Q4 | $1.87M | Buy |
25,432
+694
| +3% | +$51K | 0.07% | 210 |
|
2023
Q3 | $1.73M | Buy |
24,738
+7,335
| +42% | +$512K | 0.08% | 194 |
|
2023
Q2 | $1.27M | Sell |
17,403
-430
| -2% | -$31.3K | 0.06% | 249 |
|
2023
Q1 | $1.32M | Sell |
17,833
-3,210
| -15% | -$237K | 0.06% | 243 |
|
2022
Q4 | $1.51M | Buy |
21,043
+12,120
| +136% | +$871K | 0.07% | 209 |
|
2022
Q3 | $636K | Sell |
8,923
-826
| -8% | -$58.9K | 0.04% | 307 |
|
2022
Q2 | $734K | Sell |
9,749
-2,905
| -23% | -$219K | 0.04% | 250 |
|
2022
Q1 | $1.01M | Sell |
12,654
-18,538
| -59% | -$1.48M | 0.06% | 192 |
|
2021
Q4 | $2.64M | Buy |
31,192
+15,155
| +95% | +$1.28M | 0.16% | 80 |
|
2021
Q3 | $1.37M | Sell |
16,037
-1,010
| -6% | -$86.3K | 0.09% | 145 |
|
2021
Q2 | $1.46M | Buy |
17,047
+2,417
| +17% | +$208K | 0.1% | 139 |
|
2021
Q1 | $1.24M | Sell |
14,630
-120
| -0.8% | -$10.2K | 0.09% | 146 |
|
2020
Q4 | $1.3M | Buy |
14,750
+438
| +3% | +$38.6K | 0.12% | 113 |
|
2020
Q3 | $1.26M | Buy |
14,312
+936
| +7% | +$82.6K | 0.14% | 92 |
|
2020
Q2 | $1.18M | Buy |
13,376
+10,346
| +341% | +$914K | 0.15% | 87 |
|
2020
Q1 | $259K | Sell |
3,030
-2,861
| -49% | -$245K | 0.04% | 235 |
|
2019
Q4 | $494K | Buy |
5,891
+3,078
| +109% | +$258K | 0.06% | 174 |
|
2019
Q3 | $237K | Buy |
2,813
+2
| +0.1% | +$169 | 0.03% | 243 |
|
2019
Q2 | $233K | Buy |
2,811
+901
| +47% | +$74.7K | 0.04% | 249 |
|
2019
Q1 | $155K | Sell |
1,910
-42
| -2% | -$3.41K | 0.03% | 273 |
|
2018
Q4 | $155K | Sell |
1,952
-608
| -24% | -$48.3K | 0.03% | 247 |
|
2018
Q3 | $201K | Sell |
2,560
-3,539
| -58% | -$278K | 0.04% | 222 |
|
2018
Q2 | $483K | Buy |
6,099
+780
| +15% | +$61.8K | 0.09% | 124 |
|
2018
Q1 | $425K | Buy |
5,319
+3,473
| +188% | +$278K | 0.1% | 120 |
|
2017
Q4 | $151K | Buy |
1,846
+1,117
| +153% | +$91.4K | 0.04% | 207 |
|
2017
Q3 | $60K | Buy |
+729
| New | +$60K | 0.02% | 280 |
|