Apexium Financial’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 | $15.4M | Buy |
209,526
+61,866
| +42% | +$4.56M | 0.82% | 18 |
|
|
2025
Q1 | $10.8M | Buy |
147,660
+33,497
| +29% | +$2.46M | 0.65% | 27 |
|
|
2024
Q4 | $8.21M | Buy |
114,163
+16,874
| +17% | +$1.21M | 0.5% | 29 |
|
|
2024
Q3 | $7.31M | Buy |
97,289
+21,868
| +29% | +$1.64M | 0.48% | 29 |
|
|
2024
Q2 | $5.43M | Buy |
75,421
+7,689
| +11% | +$554K | 0.39% | 35 |
|
|
2024
Q1 | $4.92M | Buy |
67,732
+2,841
| +4% | +$206K | 0.37% | 37 |
|
|
2023
Q4 | $4.77M | Buy |
64,891
+5,442
| +9% | +$400K | 0.34% | 41 |
|
|
2023
Q3 | $4.15M | Buy |
59,449
+6,536
| +12% | +$456K | 0.42% | 35 |
|
|
2023
Q2 | $3.85M | Sell |
52,913
-235
| -0.4% | -$17.1K | 0.34% | 37 |
|
|
2023
Q1 | $3.92M | Buy |
53,148
+3,905
| +8% | +$288K | 0.38% | 35 |
|
|
2022
Q4 | $3.54M | Buy |
49,243
+7,301
| +17% | +$525K | 0.37% | 37 |
|
|
2022
Q3 | $2.99M | Buy |
41,942
+32,656
| +352% | +$2.33M | 0.37% | 37 |
|
|
2022
Q2 | $699K | Buy |
9,286
+6,325
| +214% | +$476K | 0.4% | 42 |
|
|
2022
Q1 | $249K | Sell |
2,961
-180
| -6% | -$15.1K | 0.13% | 83 |
|
|
2021
Q4 | $266K | Hold |
3,141
| – | – | 0.14% | 81 |
|
|
2021
Q3 | $268K | Buy |
3,141
+672
| +27% | +$57.3K | 0.15% | 74 |
|
|
2021
Q2 | $212K | Buy |
+2,469
| New | +$212K | 0.13% | 76 |
|