WNY Asset 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 | $300K | Buy |
4,080
+3
| +0.1% | +$221 | 0.03% | 183 |
|
2025
Q1 | $299K | Sell |
4,077
-466
| -10% | -$34.2K | 0.04% | 184 |
|
2024
Q4 | $327K | Buy |
4,543
+348
| +8% | +$25K | 0.04% | 164 |
|
2024
Q3 | $315K | Buy |
4,195
+305
| +8% | +$22.9K | 0.04% | 180 |
|
2024
Q2 | $280K | Sell |
3,890
-1,101
| -22% | -$79.3K | 0.04% | 195 |
|
2024
Q1 | $362K | Buy |
4,991
+127
| +3% | +$9.22K | 0.06% | 171 |
|
2023
Q4 | $358K | Sell |
4,864
-285
| -6% | -$21K | 0.06% | 166 |
|
2023
Q3 | $359K | Hold |
5,149
| – | – | 0.07% | 158 |
|
2023
Q2 | $374K | Buy |
+5,149
| New | +$374K | 0.08% | 146 |
|