Wealthspire Advisors (New York)’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 | $99.4M | Sell |
1,349,390
-87,608
| -6% | -$6.45M | 0.56% | 28 |
|
|
2025
Q1 | $106M | Buy |
1,436,998
+709,970
| +98% | +$52.1M | 0.63% | 27 |
|
|
2024
Q4 | $52.3M | Buy |
727,028
+43,954
| +6% | +$3.16M | 0.52% | 40 |
|
|
2024
Q3 | $51.3M | Buy |
683,074
+379,114
| +125% | +$28.5M | 0.52% | 39 |
|
|
2024
Q2 | $21.9M | Sell |
303,960
-17,181
| -5% | -$1.24M | 0.28% | 47 |
|
|
2024
Q1 | $23.3M | Sell |
321,141
-7,975
| -2% | -$579K | 0.31% | 43 |
|
|
2023
Q4 | $24.2M | Buy |
329,116
+104,739
| +47% | +$7.7M | 0.34% | 41 |
|
|
2023
Q3 | $15.7M | Sell |
224,377
-10,689
| -5% | -$746K | 0.26% | 48 |
|
|
2023
Q2 | $17.1M | Sell |
235,066
-10,815
| -4% | -$786K | 0.28% | 48 |
|
|
2023
Q1 | $18.2M | Sell |
245,881
-70,428
| -22% | -$5.2M | 0.31% | 49 |
|
|
2022
Q4 | $22.7M | Buy |
316,309
+68,455
| +28% | +$4.92M | 0.41% | 41 |
|
|
2022
Q3 | $17.7M | Buy |
247,854
+15,332
| +7% | +$1.09M | 0.37% | 46 |
|
|
2022
Q2 | $17.5M | Sell |
232,522
-69,425
| -23% | -$5.23M | 0.37% | 45 |
|
|
2022
Q1 | $24M | Buy |
301,947
+68,633
| +29% | +$5.46M | 0.54% | 30 |
|
|
2021
Q4 | $19.8M | Buy |
233,314
+114,292
| +96% | +$9.69M | 0.44% | 33 |
|
|
2021
Q3 | $10.2M | Sell |
119,022
-8,202
| -6% | -$701K | 0.21% | 57 |
|
|
2021
Q2 | $10.9M | Sell |
127,224
-8,874
| -7% | -$762K | 0.29% | 43 |
|
|
2021
Q1 | $11.5M | Buy |
136,098
+1,680
| +1% | +$142K | 0.27% | 46 |
|
|
2020
Q4 | $11.9M | Buy |
134,418
+22,873
| +21% | +$2.02M | 0.35% | 39 |
|
|
2020
Q3 | $9.84M | Sell |
111,545
-6,519
| -6% | -$575K | 0.59% | 25 |
|
|
2020
Q2 | $10.4M | Sell |
118,064
-50,349
| -30% | -$4.45M | 0.73% | 21 |
|
|
2020
Q1 | $14.4M | Sell |
168,413
-7,895
| -4% | -$674K | 0.6% | 28 |
|
|
2019
Q4 | $14.8M | Buy |
176,308
+88
| +0% | +$7.38K | 1.08% | 12 |
|
|
2019
Q3 | $14.9M | Sell |
176,220
-6,393
| -4% | -$540K | 1.22% | 11 |
|
|
2019
Q2 | $15.2M | Sell |
182,613
-8,321
| -4% | -$691K | 1.32% | 11 |
|
|
2019
Q1 | $15.5M | Sell |
190,934
-45,587
| -19% | -$3.7M | 1.44% | 11 |
|
|
2018
Q4 | $18.7M | Buy |
+236,521
| New | +$18.7M | 1.81% | 12 |
|