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 |
|