Avestar Capital’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 | $325K | Hold |
4,418
| – | – | 0.02% | 333 |
|
|
2025
Q1 | $325K | Buy |
4,418
+19
| +0.4% | +$1.4K | 0.03% | 316 |
|
|
2024
Q4 | $316K | Hold |
4,399
| – | – | 0.03% | 344 |
|
|
2024
Q3 | $330K | Buy |
+4,399
| New | +$330K | 0.03% | 302 |
|
|
2024
Q1 | – | Sell |
-2,821
| Closed | -$207K | – | 414 |
|
|
2023
Q4 | $207K | Buy |
+2,821
| New | +$207K | 0.02% | 331 |
|
|
2022
Q3 | – | Sell |
-5,030
| Closed | -$379K | – | 254 |
|
|
2022
Q2 | $379K | Sell |
5,030
-414
| -8% | -$31.2K | 0.09% | 139 |
|
|
2022
Q1 | $433K | Hold |
5,444
| – | – | 0.07% | 217 |
|
|
2021
Q4 | $461K | Buy |
5,444
+2,922
| +116% | +$247K | 0.06% | 206 |
|
|
2021
Q3 | $216K | Sell |
2,522
-7,051
| -74% | -$604K | 0.03% | 333 |
|
|
2021
Q2 | $822K | Buy |
9,573
+1,620
| +20% | +$139K | 0.11% | 158 |
|
|
2021
Q1 | $678K | Buy |
+7,953
| New | +$678K | 0.15% | 143 |
|
|
2019
Q3 | – | Sell |
-930
| Closed | -$76K | – | 253 |
|
|
2019
Q2 | $76K | Buy |
930
+850
| +1,063% | +$69.5K | 0.05% | 241 |
|
|
2019
Q1 | $6K | Sell |
80
-35
| -30% | -$2.63K | ﹤0.01% | 543 |
|
|
2018
Q4 | $8K | Sell |
115
-2,021
| -95% | -$141K | 0.01% | 459 |
|
|
2018
Q3 | $164K | Sell |
2,136
-154
| -7% | -$11.8K | 0.09% | 138 |
|
|
2018
Q2 | $177K | Buy |
2,290
+95
| +4% | +$7.34K | 0.11% | 117 |
|
|
2018
Q1 | $170K | Buy |
2,195
+110
| +5% | +$8.52K | 0.11% | 108 |
|
|
2017
Q4 | $167K | Buy |
+2,085
| New | +$167K | 0.12% | 97 |
|