William Howard & Co Financial 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 | $4.32M | Buy |
58,633
+1,270
| +2% | +$93.5K | 3.77% | 7 |
|
2025
Q1 | $4.21M | Buy |
57,363
+606
| +1% | +$44.5K | 3.95% | 7 |
|
2024
Q4 | $4.08M | Buy |
56,757
+621
| +1% | +$44.7K | 3.69% | 7 |
|
2024
Q3 | $4.22M | Buy |
56,136
+4,867
| +9% | +$366K | 3.6% | 6 |
|
2024
Q2 | $3.69M | Buy |
51,269
+509
| +1% | +$36.7K | 3.41% | 7 |
|
2024
Q1 | $3.69M | Buy |
+50,760
| New | +$3.69M | 3.46% | 8 |
|