Weitzel Financial Services’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 | $533K | Sell |
7,250
-55
| -0.8% | -$4.05K | 0.23% | 29 |
|
|
2025
Q1 | $539K | Buy |
7,305
+75
| +1% | +$5.53K | 0.26% | 25 |
|
|
2024
Q4 | $521K | Buy |
7,230
+594
| +9% | +$42.8K | 0.25% | 27 |
|
|
2024
Q3 | $499K | Buy |
6,636
+417
| +7% | +$31.4K | 0.23% | 26 |
|
|
2024
Q2 | $444K | Sell |
6,219
-249
| -4% | -$17.8K | 0.22% | 26 |
|
|
2024
Q1 | $465K | Buy |
6,468
+130
| +2% | +$9.35K | 0.23% | 25 |
|
|
2023
Q4 | $464K | Buy |
6,338
+1,159
| +22% | +$84.9K | 0.25% | 25 |
|
|
2023
Q3 | $357K | Buy |
5,179
+27
| +0.5% | +$1.86K | 0.21% | 25 |
|
|
2023
Q2 | $375K | Buy |
5,152
+271
| +6% | +$19.7K | 0.21% | 26 |
|
|
2023
Q1 | $361K | Sell |
4,881
-1,626
| -25% | -$120K | 0.22% | 25 |
|
|
2022
Q4 | $468K | Buy |
6,507
+662
| +11% | +$47.6K | 0.3% | 23 |
|
|
2022
Q3 | $417K | Sell |
5,845
-1,514
| -21% | -$108K | 0.29% | 23 |
|
|
2022
Q2 | $554K | Sell |
7,359
-456
| -6% | -$34.3K | 0.37% | 22 |
|
|
2022
Q1 | $622K | Sell |
7,815
-243
| -3% | -$19.3K | 0.4% | 21 |
|
|
2021
Q4 | $683K | Sell |
8,058
-43
| -0.5% | -$3.65K | 0.41% | 20 |
|
|
2021
Q3 | $694K | Sell |
8,101
-668,530
| -99% | -$57.2M | 0.45% | 20 |
|
|
2021
Q2 | $7.82M | Buy |
676,631
+668,715
| +8,448% | +$7.73M | 0.28% | 17 |
|
|
2021
Q1 | $670K | Buy |
7,916
+134
| +2% | +$11.3K | 0.47% | 20 |
|
|
2020
Q4 | $675K | Buy |
+7,782
| New | +$675K | 0.5% | 20 |
|