Bank Julius Baer & Co’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 | $771K | Buy |
10,470
+3,834
| +58% | +$282K | ﹤0.01% | 350 |
|
|
2025
Q1 | $551K | Sell |
6,636
-160
| -2% | -$13.3K | ﹤0.01% | 354 |
|
|
2024
Q4 | $539K | Buy |
6,796
+469
| +7% | +$37.2K | ﹤0.01% | 346 |
|
|
2024
Q3 | $563K | Buy |
+6,327
| New | +$563K | ﹤0.01% | 318 |
|
|
2024
Q2 | – | Sell |
-7,500
| Closed | -$545K | – | 497 |
|
|
2024
Q1 | $545K | Hold |
7,500
| – | – | ﹤0.01% | 306 |
|
|
2023
Q4 | $552K | Sell |
7,500
-92
| -1% | -$6.77K | ﹤0.01% | 318 |
|
|
2023
Q3 | $530K | Sell |
7,592
-614
| -7% | -$42.9K | ﹤0.01% | 309 |
|
|
2023
Q2 | $597K | Sell |
8,206
-154
| -2% | -$11.2K | ﹤0.01% | 316 |
|
|
2023
Q1 | $617K | Hold |
8,360
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $601K | Buy |
8,360
+132
| +2% | +$9.49K | ﹤0.01% | 326 |
|
|
2022
Q3 | $587K | Sell |
8,228
-132
| -2% | -$9.42K | ﹤0.01% | 320 |
|
|
2022
Q2 | $629K | Hold |
8,360
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $665K | Hold |
8,360
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $709K | Buy |
8,360
+1,500
| +22% | +$127K | ﹤0.01% | 387 |
|
|
2021
Q3 | $586K | Buy |
6,860
+2
| +0% | +$171 | ﹤0.01% | 407 |
|
|
2021
Q2 | $589K | Sell |
6,858
-2
| -0% | -$172 | ﹤0.01% | 427 |
|
|
2021
Q1 | $581K | Hold |
6,860
| – | – | ﹤0.01% | 422 |
|
|
2020
Q4 | $605K | Hold |
6,860
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $605K | Hold |
6,860
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $606K | Sell |
6,860
-312
| -4% | -$27.6K | 0.01% | 334 |
|
|
2020
Q1 | $585K | Buy |
+7,172
| New | +$585K | 0.01% | 298 |
|