Wiser 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 | $10.9M | Sell |
148,013
-1,323
| -0.9% | -$97.4K | 2.73% | 11 |
|
|
2025
Q1 | $11M | Buy |
149,336
+4,084
| +3% | +$300K | 3.08% | 11 |
|
|
2024
Q4 | $10.4M | Buy |
145,252
+84,862
| +141% | +$6.1M | 2.93% | 11 |
|
|
2024
Q3 | $4.54M | Buy |
60,390
+10,947
| +22% | +$822K | 1.3% | 11 |
|
|
2024
Q2 | $3.56M | Buy |
49,443
+44,757
| +955% | +$3.22M | 1.1% | 11 |
|
|
2024
Q1 | $340K | Sell |
4,686
-32,484
| -87% | -$2.36M | 0.11% | 23 |
|
|
2023
Q4 | $2.71M | Buy |
37,170
+24,318
| +189% | +$1.77M | 0.99% | 12 |
|
|
2023
Q3 | $897K | Buy |
12,852
+287
| +2% | +$20K | 0.36% | 23 |
|
|
2023
Q2 | $913K | Buy |
12,565
+971
| +8% | +$70.6K | 0.37% | 23 |
|
|
2023
Q1 | $856K | Buy |
11,594
+373
| +3% | +$27.5K | 0.37% | 22 |
|
|
2022
Q4 | $806K | Buy |
11,221
+3,591
| +47% | +$258K | 0.37% | 24 |
|
|
2022
Q3 | $544K | Sell |
7,630
-2,489
| -25% | -$177K | 0.28% | 24 |
|
|
2022
Q2 | $762K | Buy |
10,119
+2,817
| +39% | +$212K | 0.39% | 26 |
|
|
2022
Q1 | $5.81M | Buy |
+7,302
| New | +$5.81M | 2.68% | 13 |
|