Wedmont Private Capital’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 | $615K | Buy |
8,409
+239
| +3% | +$17.5K | 0.03% | 373 |
|
2025
Q1 | $588K | Sell |
8,170
-3,093
| -27% | -$223K | 0.03% | 336 |
|
2024
Q4 | $802K | Buy |
11,263
+4,082
| +57% | +$291K | 0.04% | 272 |
|
2024
Q3 | $531K | Buy |
7,181
+73
| +1% | +$5.4K | 0.03% | 337 |
|
2024
Q2 | $519K | Sell |
7,108
-12
| -0.2% | -$876 | 0.03% | 334 |
|
2024
Q1 | $512K | Sell |
7,120
-6,670
| -48% | -$479K | 0.04% | 317 |
|
2023
Q4 | $1.01M | Buy |
13,790
+3,443
| +33% | +$252K | 0.08% | 159 |
|
2023
Q3 | $719K | Buy |
10,347
+1,390
| +16% | +$96.6K | 0.07% | 186 |
|
2023
Q2 | $650K | Buy |
8,957
+58
| +0.7% | +$4.21K | 0.07% | 190 |
|
2023
Q1 | $658K | Buy |
8,899
+101
| +1% | +$7.47K | 0.09% | 173 |
|
2022
Q4 | $645K | Sell |
8,798
-1,329
| -13% | -$97.5K | 0.1% | 159 |
|
2022
Q3 | $722K | Buy |
10,127
+3,858
| +62% | +$275K | 0.15% | 112 |
|
2022
Q2 | $472K | Buy |
6,269
+2,036
| +48% | +$153K | 0.1% | 146 |
|
2022
Q1 | $335K | Sell |
4,233
-765
| -15% | -$60.5K | 0.07% | 213 |
|
2021
Q4 | $419K | Buy |
+4,998
| New | +$419K | 0.13% | 128 |
|