World Equity Group’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
$294K Buy
3,995
+484
+14% +$35.6K 0.08% 249
2025
Q1
$258K Sell
3,511
-2,835
-45% -$208K 0.07% 252
2024
Q4
$456K Buy
6,346
+3,121
+97% +$224K 0.1% 204
2024
Q3
$242K Sell
3,225
-271
-8% -$20.4K 0.09% 218
2024
Q2
$252K Buy
3,496
+276
+9% +$19.9K 0.08% 229
2024
Q1
$234K Sell
3,220
-5,334
-62% -$387K 0.05% 271
2023
Q4
$629K Buy
8,554
+4,717
+123% +$347K 0.13% 168
2023
Q3
$269K Sell
3,837
-535
-12% -$37.5K 0.06% 278
2023
Q2
$318K Buy
+4,372
New +$318K 0.09% 240
2023
Q1
Sell
-3,756
Closed -$270K 516
2022
Q4
$270K Buy
3,756
+77
+2% +$5.53K 0.06% 277
2022
Q3
$262K Sell
3,679
-420
-10% -$30K 0.07% 264
2022
Q2
$308K Sell
4,099
-77
-2% -$5.8K 0.08% 247
2022
Q1
$332K Buy
+4,176
New +$332K 0.07% 260