Wrenne Financial Planning’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
$13.6M Buy
184,852
+5,816
+3% +$428K 6.37% 5
2025
Q1
$13.2M Buy
179,036
+20,338
+13% +$1.49M 6.99% 4
2024
Q4
$11.4M Buy
158,698
+10,405
+7% +$748K 6.49% 5
2024
Q3
$11.1M Buy
148,293
+7,407
+5% +$556K 6.64% 5
2024
Q2
$10.2M Buy
140,886
+16,009
+13% +$1.15M 7% 4
2024
Q1
$9.07M Buy
124,877
+40,313
+48% +$2.93M 6.71% 5
2023
Q4
$6.22M Buy
+84,564
New +$6.22M 5.29% 6