WealthShield 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 | $4.62M | Buy |
62,703
+10,155
| +19% | +$748K | 0.56% | 48 |
|
|
2025
Q1 | $3.86M | Buy |
52,548
+1,795
| +4% | +$132K | 0.5% | 54 |
|
|
2024
Q4 | $3.65M | Sell |
50,753
-2,096
| -4% | -$151K | 0.52% | 53 |
|
|
2024
Q3 | $3.97M | Buy |
52,849
+10,591
| +25% | +$795K | 0.54% | 48 |
|
|
2024
Q2 | $3.04M | Buy |
42,258
+2,136
| +5% | +$154K | 0.46% | 61 |
|
|
2024
Q1 | $2.91M | Buy |
40,122
+16,821
| +72% | +$1.22M | 0.47% | 57 |
|
|
2023
Q4 | $1.71M | Buy |
23,301
+20,318
| +681% | +$1.49M | 0.28% | 102 |
|
|
2023
Q3 | $208K | Sell |
2,983
-8,340
| -74% | -$582K | 0.03% | 286 |
|
|
2023
Q2 | $823K | Sell |
11,323
-189
| -2% | -$13.7K | 0.12% | 165 |
|
|
2023
Q1 | $850K | Hold |
11,512
| – | – | 0.14% | 161 |
|
|
2022
Q4 | $827K | Buy |
11,512
+175
| +2% | +$12.6K | 0.16% | 155 |
|
|
2022
Q3 | $809K | Buy |
11,337
+18
| +0.2% | +$1.28K | 0.16% | 149 |
|
|
2022
Q2 | $852K | Buy |
11,319
+304
| +3% | +$22.9K | 0.17% | 146 |
|
|
2022
Q1 | $876K | Hold |
11,015
| – | – | 0.14% | 161 |
|
|
2021
Q4 | $934K | Sell |
11,015
-88
| -0.8% | -$7.46K | 0.16% | 140 |
|
|
2021
Q3 | $949K | Buy |
11,103
+141
| +1% | +$12.1K | 0.25% | 89 |
|
|
2021
Q2 | $942K | Buy |
10,962
+10,859
| +10,543% | +$933K | 0.15% | 107 |
|
|
2021
Q1 | $9K | Sell |
103
-22,131
| -100% | -$1.93M | ﹤0.01% | 817 |
|
|
2020
Q4 | $1.96M | Sell |
22,234
-367
| -2% | -$32.4K | 0.36% | 64 |
|
|
2020
Q3 | $1.99M | Buy |
22,601
+255
| +1% | +$22.5K | 0.7% | 37 |
|
|
2020
Q2 | $1.97M | Sell |
22,346
-554
| -2% | -$48.9K | 0.91% | 27 |
|
|
2020
Q1 | $1.96M | Sell |
22,900
-1,788
| -7% | -$153K | 1.2% | 22 |
|
|
2019
Q4 | $2.07M | Sell |
24,688
-110
| -0.4% | -$9.22K | 1.01% | 21 |
|
|
2019
Q3 | $2.09M | Buy |
24,798
+261
| +1% | +$22K | 1.11% | 20 |
|
|
2019
Q2 | $2.04M | Sell |
24,537
-37
| -0.2% | -$3.07K | 1.18% | 20 |
|
|
2019
Q1 | $2M | Sell |
24,574
-8,758
| -26% | -$711K | 1.12% | 20 |
|
|
2018
Q4 | $2.64M | Sell |
33,332
-3,146
| -9% | -$249K | 1.8% | 10 |
|
|
2018
Q3 | $2.87M | Sell |
36,478
-4,590
| -11% | -$361K | 1.64% | 12 |
|
|
2018
Q2 | $3.25M | Sell |
41,068
-694
| -2% | -$55K | 1.98% | 12 |
|
|
2018
Q1 | $3.34M | Sell |
41,762
-5,845
| -12% | -$467K | 2.12% | 12 |
|
|
2017
Q4 | $3.87M | Buy |
+47,607
| New | +$3.87M | 2.36% | 9 |
|