Whelan Financial’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 | $15.3M | Buy |
207,289
+2,372
| +1% | +$175K | 5.52% | 7 |
|
|
2025
Q1 | $15.1M | Buy |
204,917
+1,822
| +0.9% | +$134K | 5.85% | 7 |
|
|
2024
Q4 | $14.6M | Buy |
203,095
+7,255
| +4% | +$522K | 5.74% | 7 |
|
|
2024
Q3 | $14.7M | Buy |
195,840
+3,844
| +2% | +$289K | 6.06% | 7 |
|
|
2024
Q2 | $13.8M | Buy |
191,996
+1,548
| +0.8% | +$112K | 6.18% | 7 |
|
|
2024
Q1 | $13.8M | Sell |
190,448
-20,158
| -10% | -$1.46M | 6.32% | 7 |
|
|
2023
Q4 | $15.5M | Buy |
210,606
+5,513
| +3% | +$405K | 7.23% | 7 |
|
|
2023
Q3 | $14.3M | Buy |
205,093
+6,836
| +3% | +$477K | 7.55% | 7 |
|
|
2023
Q2 | $14.4M | Buy |
198,257
+4,081
| +2% | +$297K | 7.53% | 6 |
|
|
2023
Q1 | $14.3M | Buy |
194,176
+5,923
| +3% | +$437K | 7.95% | 6 |
|
|
2022
Q4 | $13.5M | Sell |
188,253
-2,158
| -1% | -$155K | 8.16% | 6 |
|
|
2022
Q3 | $13.6M | Sell |
190,411
-218
| -0.1% | -$15.6K | 9.34% | 6 |
|
|
2022
Q2 | $14.3M | Sell |
190,629
-5,022
| -3% | -$378K | 9.7% | 6 |
|
|
2022
Q1 | $15.6M | Sell |
195,651
-54
| -0% | -$4.3K | 9.58% | 6 |
|
|
2021
Q4 | $16.6M | Buy |
195,705
+64,346
| +49% | +$5.45M | 10.29% | 6 |
|
|
2021
Q3 | $11.2M | Buy |
+131,359
| New | +$11.2M | 10.26% | 3 |
|