WT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,974
| Closed | -$216K | – | 122 |
|
|
2024
Q1 | $216K | Buy |
2,974
+100
| +3% | +$7.26K | 0.08% | 103 |
|
|
2023
Q4 | $211K | Buy |
+2,874
| New | +$211K | 0.08% | 100 |
|
|
2023
Q1 | – | Sell |
-4,548
| Closed | -$327K | – | 107 |
|
|
2022
Q4 | $327K | Sell |
4,548
-36
| -0.8% | -$2.59K | 0.16% | 81 |
|
|
2022
Q3 | $327K | Hold |
4,584
| – | – | 0.16% | 80 |
|
|
2022
Q2 | $345K | Sell |
4,584
-3,554
| -44% | -$267K | 0.17% | 90 |
|
|
2022
Q1 | $647K | Buy |
8,138
+3,443
| +73% | +$274K | 0.25% | 85 |
|
|
2021
Q4 | $398K | Buy |
4,695
+66
| +1% | +$5.6K | 0.15% | 96 |
|
|
2021
Q3 | $396K | Hold |
4,629
| – | – | 0.15% | 98 |
|
|
2021
Q2 | $398K | Hold |
4,629
| – | – | 0.16% | 100 |
|
|
2021
Q1 | $392K | Hold |
4,629
| – | – | 0.18% | 102 |
|
|
2020
Q4 | $408K | Hold |
4,629
| – | – | 0.22% | 95 |
|
|
2020
Q3 | $408K | Buy |
+4,629
| New | +$408K | 0.27% | 78 |
|