Annis Gardner Whiting 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 | $1.21M | Sell |
16,383
-2,301
| -12% | -$169K | 0.42% | 44 |
|
|
2025
Q1 | $1.37M | Sell |
18,684
-7,709
| -29% | -$566K | 0.58% | 35 |
|
|
2024
Q4 | $1.9M | Buy |
26,393
+8,247
| +45% | +$593K | 0.53% | 33 |
|
|
2024
Q3 | $1.36M | Sell |
18,146
-3,096
| -15% | -$233K | 0.38% | 47 |
|
|
2024
Q2 | $1.53M | Buy |
21,242
+20,216
| +1,970% | +$1.46M | 0.44% | 40 |
|
|
2024
Q1 | $74.5K | Buy |
1,026
+100
| +11% | +$7.26K | 0.03% | 328 |
|
|
2023
Q4 | $68.1K | Buy |
926
+310
| +50% | +$22.8K | 0.03% | 268 |
|
|
2023
Q3 | $43K | Buy |
+616
| New | +$43K | 0.02% | 298 |
|