Williams Jones 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 | $608K | Buy |
8,261
+870
| +12% | +$64.1K | 0.01% | 319 |
|
|
2025
Q1 | $543K | Buy |
7,391
+1,519
| +26% | +$112K | 0.01% | 323 |
|
|
2024
Q4 | $422K | Sell |
5,872
-42
| -0.7% | -$3.02K | 0.01% | 368 |
|
|
2024
Q3 | $444K | Buy |
+5,914
| New | +$444K | 0.01% | 377 |
|
|
2024
Q1 | – | Sell |
-5,664
| Closed | -$417K | – | 554 |
|
|
2023
Q4 | $417K | Buy |
5,664
+1,175
| +26% | +$86.4K | 0.01% | 374 |
|
|
2023
Q3 | $313K | Buy |
+4,489
| New | +$313K | ﹤0.01% | 409 |
|