Access Financial Services’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 | $516K | Sell |
7,012
-748
| -10% | -$55.1K | 0.2% | 71 |
|
2025
Q1 | $570K | Buy |
7,760
+64
| +0.8% | +$4.7K | 0.23% | 64 |
|
2024
Q4 | $553K | Buy |
7,696
+143
| +2% | +$10.3K | 0.25% | 71 |
|
2024
Q3 | $567K | Buy |
7,553
+151
| +2% | +$11.3K | 0.26% | 69 |
|
2024
Q2 | $533K | Buy |
7,402
+235
| +3% | +$16.9K | 0.24% | 72 |
|
2024
Q1 | $521K | Sell |
7,167
-1,130
| -14% | -$82.1K | 0.23% | 73 |
|
2023
Q4 | $610K | Sell |
8,297
-50
| -0.6% | -$3.68K | 0.31% | 70 |
|
2023
Q3 | $582K | Buy |
8,347
+629
| +8% | +$43.9K | 0.35% | 65 |
|
2023
Q2 | $561K | Buy |
7,718
+56
| +0.7% | +$4.07K | 0.33% | 67 |
|
2023
Q1 | $566K | Buy |
7,662
+329
| +4% | +$24.3K | 0.34% | 68 |
|
2022
Q4 | $527K | Buy |
7,333
+67
| +0.9% | +$4.81K | 0.32% | 72 |
|
2022
Q3 | $518K | Buy |
7,266
+44
| +0.6% | +$3.14K | 0.34% | 71 |
|
2022
Q2 | $543K | Sell |
7,222
-274
| -4% | -$20.6K | 0.31% | 77 |
|
2022
Q1 | $596K | Buy |
7,496
+88
| +1% | +$7K | 0.28% | 84 |
|
2021
Q4 | $628K | Buy |
7,408
+58
| +0.8% | +$4.92K | 0.28% | 84 |
|
2021
Q3 | $628K | Buy |
7,350
+354
| +5% | +$30.2K | 0.28% | 82 |
|
2021
Q2 | $601K | Sell |
6,996
-17,413
| -71% | -$1.5M | 0.28% | 84 |
|
2021
Q1 | $2.07M | Buy |
24,409
+1,457
| +6% | +$123K | 0.97% | 27 |
|
2020
Q4 | $2.02M | Buy |
22,952
+881
| +4% | +$77.7K | 0.99% | 25 |
|
2020
Q3 | $1.95M | Buy |
22,071
+1,987
| +10% | +$175K | 1.05% | 25 |
|
2020
Q2 | $1.77M | Buy |
20,084
+1,437
| +8% | +$127K | 1.16% | 22 |
|
2020
Q1 | $1.59M | Buy |
18,647
+1,182
| +7% | +$101K | 1.27% | 19 |
|
2019
Q4 | $1.47M | Hold |
17,465
| – | – | 0.85% | 37 |
|
2019
Q3 | $1.48M | Buy |
17,465
+2,490
| +17% | +$210K | 1.05% | 32 |
|
2019
Q2 | $1.24M | Hold |
14,975
| – | – | 0.95% | 36 |
|
2019
Q1 | $1.22M | Hold |
14,975
| – | – | 0.96% | 37 |
|
2018
Q4 | $1.19M | Hold |
14,975
| – | – | 1.06% | 29 |
|
2018
Q3 | $1.18M | Hold |
14,975
| – | – | 0.81% | 36 |
|
2018
Q2 | $1.19M | Hold |
14,975
| – | – | 0.84% | 36 |
|
2018
Q1 | $1.2M | Sell |
14,975
-2,440
| -14% | -$195K | 0.88% | 34 |
|
2017
Q4 | $1.42M | Hold |
17,415
| – | – | 0.98% | 32 |
|
2017
Q3 | $1.43M | Sell |
17,415
-2,750
| -14% | -$225K | 1.09% | 29 |
|
2017
Q2 | $1.65M | Sell |
20,165
-3,910
| -16% | -$320K | 1.35% | 15 |
|
2017
Q1 | $1.95M | Sell |
24,075
-7,120
| -23% | -$577K | 1.65% | 10 |
|
2016
Q4 | $2.52M | Buy |
+31,195
| New | +$2.52M | 2.29% | 6 |
|