BFG
Barber Financial Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.64M | Sell |
89,938
-11,931
| -12% | -$881K | 1.17% | 13 |
|
|
2022
Q4 | $7.32M | Buy |
101,869
+10,049
| +11% | +$722K | 2.03% | 9 |
|
|
2022
Q3 | $6.55M | Buy |
91,820
+18,291
| +25% | +$1.3M | 1.9% | 7 |
|
|
2022
Q2 | $5.53M | Sell |
73,529
-227,724
| -76% | -$17.1M | 0.91% | 13 |
|
|
2022
Q1 | $24M | Sell |
301,253
-48,154
| -14% | -$3.83M | 3.19% | 8 |
|
|
2021
Q4 | $29.6M | Sell |
349,407
-10,547
| -3% | -$894K | 3.56% | 7 |
|
|
2021
Q3 | $30.8M | Buy |
359,954
+6,480
| +2% | +$554K | 3.98% | 11 |
|
|
2021
Q2 | $30.4M | Sell |
353,474
-10,109
| -3% | -$868K | 4.13% | 9 |
|
|
2021
Q1 | $30.8M | Buy |
363,583
+38,594
| +12% | +$3.27M | 4.5% | 9 |
|
|
2020
Q4 | $28.7M | Buy |
324,989
+236,330
| +267% | +$20.8M | 5.23% | 6 |
|
|
2020
Q3 | $7.82M | Buy |
88,659
+73,526
| +486% | +$6.49M | 1.71% | 17 |
|
|
2020
Q2 | $1.34M | Buy |
15,133
+950
| +7% | +$83.9K | 0.32% | 44 |
|
|
2020
Q1 | $1.21M | Buy |
14,183
+17
| +0.1% | +$1.45K | 0.38% | 41 |
|
|
2019
Q4 | $1.19M | Buy |
14,166
+37
| +0.3% | +$3.1K | 0.24% | 64 |
|
|
2019
Q3 | $1.19M | Sell |
14,129
-944
| -6% | -$79.7K | 0.25% | 61 |
|
|
2019
Q2 | $1.25M | Sell |
15,073
-3,429
| -19% | -$285K | 0.29% | 56 |
|
|
2019
Q1 | $1.5M | Buy |
18,502
+86
| +0.5% | +$6.98K | 0.3% | 47 |
|
|
2018
Q4 | $1.46M | Sell |
18,416
-289
| -2% | -$22.9K | 0.31% | 54 |
|
|
2018
Q3 | $1.47M | Sell |
18,705
-932
| -5% | -$73.3K | 0.35% | 50 |
|
|
2018
Q2 | $1.56M | Sell |
19,637
-801
| -4% | -$63.4K | 0.45% | 44 |
|
|
2018
Q1 | $1.63M | Sell |
20,438
-383,031
| -95% | -$30.6M | 0.43% | 51 |
|
|
2017
Q4 | $32.9M | Sell |
403,469
-48,015
| -11% | -$3.92M | 8.36% | 2 |
|
|
2017
Q3 | $37M | Buy |
451,484
+11,549
| +3% | +$947K | 10.49% | 1 |
|
|
2017
Q2 | $36M | Buy |
439,935
+13,746
| +3% | +$1.12M | 11.71% | 1 |
|
|
2017
Q1 | $34.6M | Sell |
426,189
-187,045
| -31% | -$15.2M | 11.82% | 1 |
|
|
2016
Q4 | $49.5M | Buy |
+613,234
| New | +$49.5M | 17.89% | 1 |
|