AC
Apella Capital’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
1,534,506
+34,670
| +2% | +$2.53M | 3.03% | 6 |
|
|
2025
Q1 | $109M | Sell |
1,499,836
-18,989
| -1% | -$1.38M | 3.74% | 4 |
|
|
2024
Q4 | $109M | Buy |
1,518,825
+46,925
| +3% | +$3.37M | 4.19% | 3 |
|
|
2024
Q3 | $110M | Buy |
1,471,900
+153,369
| +12% | +$11.5M | 4.54% | 4 |
|
|
2024
Q2 | $95.4M | Buy |
1,318,531
+160,544
| +14% | +$11.6M | 4.27% | 4 |
|
|
2024
Q1 | $83.2M | Buy |
1,157,987
+245,635
| +27% | +$17.7M | 4.2% | 4 |
|
|
2023
Q4 | $66.6M | Buy |
912,352
+65,955
| +8% | +$4.81M | 3.71% | 6 |
|
|
2023
Q3 | $59.1M | Buy |
846,397
+30,572
| +4% | +$2.13M | 4.17% | 6 |
|
|
2023
Q2 | $59.3M | Buy |
+815,825
| New | +$59.3M | 4.22% | 5 |
|
|
2022
Q4 | $46.7M | Buy |
649,377
+89,669
| +16% | +$6.44M | 4.25% | 5 |
|
|
2022
Q3 | $39.9M | Buy |
559,708
+37,641
| +7% | +$2.68M | 4.65% | 5 |
|
|
2022
Q2 | $39.3M | Buy |
522,067
+31,159
| +6% | +$2.35M | 4.69% | 4 |
|
|
2022
Q1 | $39M | Buy |
490,908
+104,401
| +27% | +$8.3M | 5.5% | 2 |
|
|
2021
Q4 | $32.8M | Buy |
386,507
+105,144
| +37% | +$8.91M | 4.18% | 4 |
|
|
2021
Q3 | $24M | Buy |
281,363
+50,587
| +22% | +$4.32M | 3.46% | 7 |
|
|
2021
Q2 | $19.8M | Buy |
230,776
+64,395
| +39% | +$5.53M | 3.26% | 6 |
|
|
2021
Q1 | $14.1M | Buy |
166,381
+9,661
| +6% | +$818K | 4.44% | 4 |
|
|
2020
Q4 | $13.8M | Sell |
156,720
-8,084
| -5% | -$713K | 4.85% | 3 |
|
|
2020
Q3 | $14.5M | Buy |
164,804
+17,400
| +12% | +$1.54M | 5.84% | 2 |
|
|
2020
Q2 | $13M | Buy |
147,404
+5,662
| +4% | +$500K | 6.07% | 2 |
|
|
2020
Q1 | $12.1M | Buy |
+141,742
| New | +$12.1M | 7.06% | 2 |
|