WESPAC 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 | $448K | Buy |
+6,089
| New | +$448K | 0.31% | 115 |
|
2023
Q1 | – | Sell |
-2,825
| Closed | -$203K | – | 110 |
|
2022
Q4 | $203K | Sell |
2,825
-400
| -12% | -$28.7K | 0.35% | 62 |
|
2022
Q3 | $230K | Buy |
+3,225
| New | +$230K | 0.31% | 73 |
|
2017
Q4 | – | Sell |
-3,584
| Closed | -$294K | – | 122 |
|
2017
Q3 | $294K | Buy |
+3,584
| New | +$294K | 0.19% | 107 |
|