WealthCare Investment 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 | $1.36M | Buy |
18,627
+487
| +3% | +$35.6K | 0.49% | 61 |
|
|
2025
Q1 | $1.31M | Buy |
18,140
+423
| +2% | +$30.6K | 0.56% | 52 |
|
|
2024
Q4 | $1.27M | Buy |
17,717
+321
| +2% | +$23.1K | 0.56% | 49 |
|
|
2024
Q3 | $1.29M | Sell |
17,396
-123
| -0.7% | -$9.09K | 0.56% | 48 |
|
|
2024
Q2 | $1.26M | Buy |
17,519
+470
| +3% | +$33.9K | 0.59% | 45 |
|
|
2024
Q1 | $1.24M | Buy |
17,049
+1,031
| +6% | +$74.9K | 0.6% | 43 |
|
|
2023
Q4 | $1.17M | Buy |
16,018
+47
| +0.3% | +$3.43K | 0.64% | 43 |
|
|
2023
Q3 | $1.1M | Buy |
15,971
+593
| +4% | +$41K | 0.67% | 39 |
|
|
2023
Q2 | $1.11M | Sell |
15,378
-1,527
| -9% | -$110K | 0.66% | 41 |
|
|
2023
Q1 | $1.25M | Buy |
16,905
+12,375
| +273% | +$914K | 0.76% | 39 |
|
|
2022
Q4 | $325K | Sell |
4,530
-10,010
| -69% | -$719K | 0.22% | 84 |
|
|
2022
Q3 | $1.04M | Buy |
14,540
+373
| +3% | +$26.6K | 0.86% | 35 |
|
|
2022
Q2 | $1.07M | Buy |
14,167
+6,502
| +85% | +$489K | 0.91% | 37 |
|
|
2022
Q1 | $595K | Buy |
7,665
+1,856
| +32% | +$144K | 0.53% | 52 |
|
|
2021
Q4 | $492K | Buy |
+5,809
| New | +$492K | 0.48% | 49 |
|