Baron Silver Stevens Financial 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 | $24M | Buy |
326,406
+25,708
| +9% | +$1.89M | 3.85% | 7 |
|
|
2025
Q1 | $22.1M | Sell |
300,698
-3,193
| -1% | -$235K | 3.86% | 8 |
|
|
2024
Q4 | $21.9M | Buy |
303,891
+22,692
| +8% | +$1.63M | 3.71% | 8 |
|
|
2024
Q3 | $21.1M | Buy |
281,199
+8,768
| +3% | +$659K | 3.69% | 8 |
|
|
2024
Q2 | $19.6M | Buy |
272,431
+6,406
| +2% | +$462K | 3.72% | 8 |
|
|
2024
Q1 | $19.3M | Buy |
266,025
+2,788
| +1% | +$202K | 3.73% | 8 |
|
|
2023
Q4 | $19.4M | Buy |
263,237
+50,887
| +24% | +$3.74M | 4.06% | 8 |
|
|
2023
Q3 | $14.8M | Buy |
212,350
+37,375
| +21% | +$2.61M | 3.35% | 11 |
|
|
2023
Q2 | $12.7M | Buy |
174,975
+47,571
| +37% | +$3.46M | 2.79% | 15 |
|
|
2023
Q1 | $9.41M | Sell |
127,404
-14,471
| -10% | -$1.07M | 2.45% | 15 |
|
|
2022
Q4 | $10.2M | Buy |
141,875
+22,293
| +19% | +$1.6M | 2.51% | 15 |
|
|
2022
Q3 | $11.2K | Buy |
119,582
+13,296
| +13% | +$1.25K | 3.06% | 14 |
|
|
2022
Q2 | $8M | Sell |
106,286
-10,421
| -9% | -$784K | 2.07% | 17 |
|
|
2022
Q1 | $9.28M | Buy |
116,707
+16,747
| +17% | +$1.33M | 2.18% | 16 |
|
|
2021
Q4 | $8.47M | Buy |
99,960
+18,811
| +23% | +$1.59M | 2% | 15 |
|
|
2021
Q3 | $6.93M | Buy |
81,149
+20,299
| +33% | +$1.73M | 1.85% | 16 |
|
|
2021
Q2 | $5.23M | Buy |
+60,850
| New | +$5.23M | 1.42% | 17 |
|
|
2021
Q1 | – | Sell |
-14,785
| Closed | -$1.3M | – | 99 |
|
|
2020
Q4 | $1.3M | Buy |
+14,785
| New | +$1.3M | 0.45% | 25 |
|