American Financial & Tax Strategies’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 | $3.4M | Sell |
46,142
-620
| -1% | -$45.7K | 1.76% | 18 |
|
|
2025
Q1 | $3.43M | Buy |
46,762
+5,153
| +12% | +$378K | 1.85% | 17 |
|
|
2024
Q4 | $2.99M | Buy |
41,609
+3,406
| +9% | +$245K | 1.55% | 23 |
|
|
2024
Q3 | $2.87M | Buy |
38,203
+7,697
| +25% | +$578K | 1.46% | 26 |
|
|
2024
Q2 | $2.2M | Buy |
30,506
+6,200
| +26% | +$447K | 1.16% | 33 |
|
|
2024
Q1 | $1.77M | Buy |
24,306
+6,351
| +35% | +$461K | 0.95% | 37 |
|
|
2023
Q4 | $1.32M | Buy |
+17,955
| New | +$1.32M | 0.75% | 42 |
|