Acorn Financial Advisory 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 | $318K | Buy |
4,317
+140
| +3% | +$10.3K | 0.05% | 150 |
|
|
2025
Q1 | $307K | Sell |
4,177
-29
| -0.7% | -$2.13K | 0.06% | 146 |
|
|
2024
Q4 | $302K | Buy |
4,206
+51
| +1% | +$3.67K | 0.05% | 163 |
|
|
2024
Q3 | $312K | Buy |
4,155
+493
| +13% | +$37K | 0.06% | 157 |
|
|
2024
Q2 | $264K | Buy |
3,662
+621
| +20% | +$44.7K | 0.05% | 170 |
|
|
2024
Q1 | $221K | Sell |
3,041
-156
| -5% | -$11.3K | 0.04% | 193 |
|
|
2023
Q4 | $235K | Sell |
3,197
-60
| -2% | -$4.41K | 0.04% | 225 |
|
|
2023
Q3 | $227K | Buy |
3,257
+114
| +4% | +$7.96K | 0.04% | 224 |
|
|
2023
Q2 | $228K | Sell |
3,143
-360
| -10% | -$26.2K | 0.04% | 227 |
|
|
2023
Q1 | $259K | Buy |
3,503
+242
| +7% | +$17.9K | 0.05% | 190 |
|
|
2022
Q4 | $234K | Buy |
3,261
+224
| +7% | +$16.1K | 0.05% | 198 |
|
|
2022
Q3 | $217K | Buy |
3,037
+318
| +12% | +$22.7K | 0.05% | 198 |
|
|
2022
Q2 | $205K | Buy |
+2,719
| New | +$205K | 0.05% | 203 |
|
|
2021
Q3 | – | Sell |
-13,693
| Closed | -$1.18M | – | 217 |
|
|
2021
Q2 | $1.18M | Sell |
13,693
-780
| -5% | -$67K | 0.35% | 78 |
|
|
2021
Q1 | $1.23M | Buy |
14,473
+580
| +4% | +$49.2K | 0.45% | 63 |
|
|
2020
Q4 | $1.23M | Buy |
13,893
+368
| +3% | +$32.5K | 0.48% | 57 |
|
|
2020
Q3 | $1.19M | Buy |
13,525
+232
| +2% | +$20.5K | 0.63% | 37 |
|
|
2020
Q2 | $1.17M | Buy |
13,293
+7,786
| +141% | +$688K | 0.82% | 28 |
|
|
2020
Q1 | $470K | Buy |
+5,507
| New | +$470K | 0.46% | 78 |
|