Western Wealth Management’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 | $1.74M | Sell |
23,573
-1,640
| -7% | -$121K | 0.1% | 188 |
|
2025
Q1 | $1.85M | Sell |
25,213
-314
| -1% | -$23.1K | 0.12% | 166 |
|
2024
Q4 | $1.84M | Sell |
25,527
-3,141
| -11% | -$226K | 0.12% | 160 |
|
2024
Q3 | $2.15M | Buy |
28,668
+417
| +1% | +$31.3K | 0.12% | 176 |
|
2024
Q2 | $2.04M | Sell |
28,251
-14,618
| -34% | -$1.05M | 0.15% | 128 |
|
2024
Q1 | $3.11M | Sell |
42,869
-2,652
| -6% | -$193K | 0.24% | 81 |
|
2023
Q4 | $3.35M | Buy |
45,521
+9,111
| +25% | +$670K | 0.24% | 85 |
|
2023
Q3 | $2.54M | Buy |
36,410
+388
| +1% | +$27.1K | 0.21% | 99 |
|
2023
Q2 | $2.62M | Sell |
36,022
-1,541
| -4% | -$112K | 0.22% | 96 |
|
2023
Q1 | $2.77M | Buy |
37,563
+8,913
| +31% | +$658K | 0.26% | 92 |
|
2022
Q4 | $2.06M | Sell |
28,650
-52,573
| -65% | -$3.78M | 0.21% | 117 |
|
2022
Q3 | $5.79M | Sell |
81,223
-2,739
| -3% | -$195K | 0.33% | 60 |
|
2022
Q2 | $6.32M | Buy |
83,962
+4,073
| +5% | +$306K | 0.36% | 55 |
|
2022
Q1 | $6.35M | Buy |
79,889
+20,909
| +35% | +$1.66M | 0.31% | 70 |
|
2021
Q4 | $4.99M | Buy |
+58,980
| New | +$4.99M | 0.49% | 38 |
|
2021
Q2 | $5.03M | Buy |
58,553
+22,950
| +64% | +$1.97M | 0.52% | 33 |
|
2021
Q1 | $3.02M | Sell |
35,603
-16,489
| -32% | -$1.4M | 0.41% | 51 |
|
2020
Q4 | $4.59M | Sell |
52,092
-16,700
| -24% | -$1.47M | 0.67% | 22 |
|
2020
Q3 | $6.07M | Buy |
68,792
+357
| +0.5% | +$31.5K | 0.99% | 16 |
|
2020
Q2 | $6.05M | Sell |
68,435
-1,001
| -1% | -$88.4K | 1.1% | 14 |
|
2020
Q1 | $5.93M | Buy |
69,436
+19,682
| +40% | +$1.68M | 1.36% | 13 |
|
2019
Q4 | $4.17M | Sell |
49,754
-10,984
| -18% | -$921K | 0.63% | 36 |
|
2019
Q3 | $5.13M | Buy |
60,738
+3,343
| +6% | +$282K | 1.07% | 16 |
|
2019
Q2 | $4.76M | Buy |
57,395
+4,783
| +9% | +$397K | 0.63% | 38 |
|
2019
Q1 | $4.28M | Buy |
52,612
+7,356
| +16% | +$598K | 0.95% | 20 |
|
2018
Q4 | $3.59M | Buy |
+45,256
| New | +$3.59M | 0.96% | 22 |
|