B.O.S.S. Retirement 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 | $6.17M | Buy |
83,763
+4,053
| +5% | +$298K | 1.55% | 13 |
|
|
2025
Q1 | $5.85M | Buy |
79,710
+7,783
| +11% | +$572K | 1.7% | 12 |
|
|
2024
Q4 | $5.17M | Buy |
71,927
+56,673
| +372% | +$4.08M | 1.45% | 16 |
|
|
2024
Q3 | $1.15M | Buy |
15,254
+6,867
| +82% | +$516K | 0.23% | 111 |
|
|
2024
Q2 | $604K | Buy |
+8,387
| New | +$604K | 0.15% | 124 |
|
|
2024
Q1 | – | Sell |
-51,840
| Closed | -$3.81M | – | 138 |
|
|
2023
Q4 | $3.81M | Buy |
51,840
+7,560
| +17% | +$556K | 0.74% | 30 |
|
|
2023
Q3 | $3.09M | Buy |
44,280
+7,352
| +20% | +$513K | 0.66% | 36 |
|
|
2023
Q2 | $2.68M | Buy |
36,928
+9,230
| +33% | +$671K | 0.57% | 40 |
|
|
2023
Q1 | $2.04M | Buy |
27,698
+1,621
| +6% | +$120K | 0.48% | 68 |
|
|
2022
Q4 | $1.87M | Buy |
+26,077
| New | +$1.87M | 0.48% | 77 |
|