Annex 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 | $284K | Buy |
+3,856
| New | +$284K | 0.01% | 261 |
|
|
2024
Q3 | – | Sell |
-4,963
| Closed | -$358K | – | 289 |
|
|
2024
Q2 | $358K | Buy |
+4,963
| New | +$358K | 0.01% | 211 |
|
|
2024
Q1 | – | Sell |
-46,915
| Closed | -$3.45M | – | 286 |
|
|
2023
Q4 | $3.45M | Buy |
+46,915
| New | +$3.45M | 0.14% | 93 |
|
|
2022
Q1 | – | Sell |
-2,733
| Closed | -$232K | – | 251 |
|
|
2021
Q4 | $232K | Buy |
+2,733
| New | +$232K | 0.02% | 223 |
|
|
2016
Q2 | – | Sell |
-3,583
| Closed | -$297K | – | 117 |
|
|
2016
Q1 | $297K | Buy |
+3,583
| New | +$297K | 0.08% | 88 |
|
|
2015
Q1 | – | Sell |
-3,904
| Closed | -$322K | – | 118 |
|
|
2014
Q4 | $322K | Buy |
+3,904
| New | +$322K | 0.1% | 62 |
|
|
2013
Q4 | – | Sell |
-2,593
| Closed | -$210K | – | 94 |
|
|
2013
Q3 | $210K | Sell |
2,593
-13,880
| -84% | -$1.12M | 0.1% | 89 |
|
|
2013
Q2 | $1.33M | Buy |
+16,473
| New | +$1.33M | 0.74% | 29 |
|