American Capital Advisory’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
Sell
-5,897
Closed -$433K 877
2025
Q1
$433K Sell
5,897
-148
-2% -$10.9K 0.23% 70
2024
Q4
$435K Hold
6,045
0.24% 75
2024
Q3
$454K Hold
6,045
0.26% 68
2024
Q2
$445K Sell
6,045
-8,078
-57% -$594K 0.32% 58
2024
Q1
$1.04M Buy
14,123
+8,078
+134% +$596K 0.91% 28
2023
Q4
$445K Buy
+6,045
New +$445K 0.32% 58