Wealthstream Advisors’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 | $750K | Sell |
10,185
-6,665
| -40% | -$491K | 0.12% | 62 |
|
|
2025
Q1 | $1.24M | Buy |
16,850
+172
| +1% | +$12.6K | 0.23% | 36 |
|
|
2024
Q4 | $1.2M | Buy |
16,678
+200
| +1% | +$14.4K | 0.22% | 39 |
|
|
2024
Q3 | $1.24M | Buy |
16,478
+145
| +0.9% | +$10.9K | 0.23% | 33 |
|
|
2024
Q2 | $1.18M | Buy |
16,333
+94
| +0.6% | +$6.77K | 0.43% | 31 |
|
|
2024
Q1 | $1.18M | Buy |
16,239
+4,046
| +33% | +$294K | 0.45% | 32 |
|
|
2023
Q4 | $897K | Buy |
12,193
+920
| +8% | +$67.7K | 0.37% | 43 |
|
|
2023
Q3 | $787K | Sell |
11,273
-1,232
| -10% | -$86K | 0.41% | 38 |
|
|
2023
Q2 | $909K | Buy |
12,505
+6,964
| +126% | +$506K | 0.48% | 28 |
|
|
2023
Q1 | $409K | Buy |
5,541
+2,536
| +84% | +$187K | 0.24% | 49 |
|
|
2022
Q4 | $216K | Buy |
3,005
+2
| +0.1% | +$144 | 0.14% | 67 |
|
|
2022
Q3 | $214K | Sell |
3,003
-5,952
| -66% | -$424K | 0.23% | 60 |
|
|
2022
Q2 | $674K | Buy |
8,955
+4,743
| +113% | +$357K | 0.68% | 24 |
|
|
2022
Q1 | $335K | Sell |
4,212
-50
| -1% | -$3.98K | 0.29% | 46 |
|
|
2021
Q4 | $361K | Buy |
+4,262
| New | +$361K | 0.31% | 45 |
|