WMG 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 | $4.38M | Buy |
59,427
+148
| +0.2% | +$10.9K | 1.62% | 11 |
|
|
2025
Q1 | $4.35M | Buy |
59,279
+6,761
| +13% | +$497K | 1.85% | 9 |
|
|
2024
Q4 | $3.78M | Buy |
52,518
+846
| +2% | +$60.8K | 1.63% | 12 |
|
|
2024
Q3 | $3.88M | Sell |
51,672
-1,615
| -3% | -$121K | 1.75% | 11 |
|
|
2024
Q2 | $3.84M | Buy |
53,287
+297
| +0.6% | +$21.4K | 2.03% | 8 |
|
|
2024
Q1 | $3.85M | Buy |
52,990
+14,481
| +38% | +$1.05M | 2.2% | 8 |
|
|
2023
Q4 | $2.83M | Buy |
+38,509
| New | +$2.83M | 1.85% | 9 |
|
|
2023
Q3 | – | Sell |
-34,575
| Closed | -$2.51M | – | 104 |
|
|
2023
Q2 | $2.51M | Sell |
34,575
-403
| -1% | -$29.3K | 1.85% | 11 |
|
|
2023
Q1 | $2.58M | Sell |
34,978
-74
| -0.2% | -$5.46K | 2.14% | 7 |
|
|
2022
Q4 | $2.52M | Sell |
35,052
-880
| -2% | -$63.2K | 2.14% | 7 |
|
|
2022
Q3 | $2.56M | Buy |
35,932
+2,087
| +6% | +$149K | 2.31% | 6 |
|
|
2022
Q2 | $2.55M | Buy |
33,845
+7,511
| +29% | +$566K | 2.21% | 8 |
|
|
2022
Q1 | $2.09M | Buy |
26,334
+476
| +2% | +$37.8K | 1.54% | 13 |
|
|
2021
Q4 | $2.19M | Buy |
+25,858
| New | +$2.19M | 1.71% | 10 |
|