Aptus 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 | $12.7M | Buy |
172,767
+8,568
| +5% | +$631K | 0.1% | 156 |
|
2025
Q1 | $12.1M | Buy |
164,199
+46,453
| +39% | +$3.41M | 0.12% | 152 |
|
2024
Q4 | $8.47M | Buy |
117,746
+14,925
| +15% | +$1.07M | 0.09% | 184 |
|
2024
Q3 | $7.72M | Buy |
102,821
+21,422
| +26% | +$1.61M | 0.12% | 162 |
|
2024
Q2 | $5.86M | Buy |
81,399
+44,602
| +121% | +$3.21M | 0.1% | 164 |
|
2024
Q1 | $2.67M | Buy |
36,797
+23,348
| +174% | +$1.7M | 0.05% | 260 |
|
2023
Q4 | $989K | Buy |
13,449
+167
| +1% | +$12.3K | 0.03% | 292 |
|
2023
Q3 | $927K | Sell |
13,282
-1,276
| -9% | -$89K | 0.03% | 310 |
|
2023
Q2 | $1.06M | Sell |
14,558
-18,197
| -56% | -$1.32M | 0.03% | 255 |
|
2023
Q1 | $2.42M | Buy |
32,755
+10,120
| +45% | +$747K | 0.07% | 195 |
|
2022
Q4 | $1.63M | Buy |
22,635
+2,484
| +12% | +$178K | 0.05% | 226 |
|
2022
Q3 | $1.44M | Buy |
20,151
+5,526
| +38% | +$394K | 0.03% | 229 |
|
2022
Q2 | $1.1M | Sell |
14,625
-5,085
| -26% | -$383K | 0.03% | 226 |
|
2022
Q1 | $1.57M | Sell |
19,710
-4,943
| -20% | -$393K | 0.04% | 216 |
|
2021
Q4 | $2.09M | Buy |
24,653
+1,638
| +7% | +$139K | 0.06% | 188 |
|
2021
Q3 | $1.97M | Buy |
23,015
+10,139
| +79% | +$867K | 0.05% | 155 |
|
2021
Q2 | $1.11M | Buy |
12,876
+2,307
| +22% | +$198K | 0.03% | 203 |
|
2021
Q1 | $895K | Buy |
10,569
+7,028
| +198% | +$595K | 0.03% | 205 |
|
2020
Q4 | $312K | Sell |
3,541
-1,340
| -27% | -$118K | 0.01% | 248 |
|
2020
Q3 | $430K | Buy |
4,881
+2,431
| +99% | +$214K | 0.02% | 216 |
|
2020
Q2 | $216K | Buy |
2,450
+49
| +2% | +$4.32K | 0.01% | 238 |
|
2020
Q1 | $204K | Sell |
2,401
-123
| -5% | -$10.5K | 0.02% | 246 |
|
2019
Q4 | $211K | Buy |
+2,524
| New | +$211K | 0.02% | 290 |
|