Widmann 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 | $752K | Hold |
10,218
| – | – | 0.52% | 52 |
|
2025
Q1 | $751K | Hold |
10,218
| – | – | 0.58% | 50 |
|
2024
Q4 | $735K | Hold |
10,218
| – | – | 0.57% | 50 |
|
2024
Q3 | $767K | Buy |
+10,218
| New | +$767K | 0.58% | 50 |
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$97K | – | 126 |
|
2021
Q4 | $97K | Buy |
+1,150
| New | +$97K | 0.08% | 124 |
|