Avantax Planning Partners’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 | $2.86M | Buy |
38,783
+6,200
| +19% | +$457K | 0.09% | 116 |
|
|
2025
Q1 | $2.39M | Buy |
32,583
+13,638
| +72% | +$1M | 0.08% | 119 |
|
|
2024
Q4 | $1.36M | Buy |
18,945
+3,133
| +20% | +$225K | 0.05% | 154 |
|
|
2024
Q3 | $1.19M | Sell |
15,812
-3,795
| -19% | -$285K | 0.04% | 169 |
|
|
2024
Q2 | $1.41M | Sell |
19,607
-540
| -3% | -$38.9K | 0.05% | 169 |
|
|
2024
Q1 | $1.46M | Buy |
20,147
+2,299
| +13% | +$167K | 0.05% | 177 |
|
|
2023
Q4 | $1.31M | Buy |
17,848
+13,180
| +282% | +$969K | 0.05% | 152 |
|
|
2023
Q3 | $326K | Sell |
4,668
-286
| -6% | -$20K | 0.01% | 273 |
|
|
2023
Q2 | $360K | Sell |
4,954
-76
| -2% | -$5.53K | 0.01% | 266 |
|
|
2023
Q1 | $371K | Sell |
5,030
-1,241
| -20% | -$91.6K | 0.02% | 261 |
|
|
2022
Q4 | $451K | Buy |
6,271
+1,895
| +43% | +$136K | 0.02% | 241 |
|
|
2022
Q3 | $312K | Sell |
4,376
-751
| -15% | -$53.5K | 0.01% | 277 |
|
|
2022
Q2 | $386K | Sell |
5,127
-1,211
| -19% | -$91.2K | 0.02% | 243 |
|
|
2022
Q1 | $504K | Buy |
+6,338
| New | +$504K | 0.02% | 224 |
|
|
2018
Q4 | – | Sell |
-555
| Closed | -$44K | – | 394 |
|
|
2018
Q3 | $44K | Buy |
+555
| New | +$44K | ﹤0.01% | 512 |
|
|
2018
Q2 | – | Sell |
-1,229
| Closed | -$98K | – | 395 |
|
|
2018
Q1 | $98K | Buy |
+1,229
| New | +$98K | 0.01% | 407 |
|