Balanced Rock Investment 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 | $1.3M | Sell |
17,684
-25,692
| -59% | -$1.89M | 1.02% | 31 |
|
|
2025
Q1 | $3.19M | Buy |
43,376
+1,776
| +4% | +$130K | 2.54% | 11 |
|
|
2024
Q4 | $2.99M | Buy |
41,600
+1,526
| +4% | +$110K | 2.37% | 12 |
|
|
2024
Q3 | $3.01M | Buy |
40,074
+1,467
| +4% | +$110K | 2.36% | 13 |
|
|
2024
Q2 | $2.78M | Sell |
38,607
-597
| -2% | -$43K | 2.34% | 13 |
|
|
2024
Q1 | $2.85M | Sell |
39,204
-1,937
| -5% | -$141K | 2.43% | 13 |
|
|
2023
Q4 | $3.03M | Buy |
+41,141
| New | +$3.03M | 2.69% | 11 |
|