Anchor Capital Advisors’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 | $376K | Hold |
5,100
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $375K | Buy |
5,100
+500
| +11% | +$36.7K | 0.01% | 214 |
|
|
2024
Q4 | $331K | Hold |
4,600
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $346K | Sell |
4,600
-3,125
| -40% | -$235K | 0.01% | 213 |
|
|
2024
Q2 | $557K | Buy |
7,725
+3,125
| +68% | +$225K | 0.02% | 194 |
|
|
2024
Q1 | $334K | Hold |
4,600
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $338K | Hold |
4,600
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $321K | Hold |
4,600
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $334K | Hold |
4,600
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $340K | Hold |
4,600
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $330K | Hold |
4,600
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $328K | Hold |
4,600
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $346K | Hold |
4,600
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $366K | Buy |
+4,600
| New | +$366K | 0.01% | 235 |
|
|
2017
Q3 | – | Sell |
-2,720
| Closed | -$223K | – | 259 |
|
|
2017
Q2 | $223K | Hold |
2,720
| – | – | 0.01% | 256 |
|
|
2017
Q1 | $221K | Buy |
+2,720
| New | +$221K | 0.01% | 262 |
|