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