Beacon Investment Advisory Services’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 | $9.55M | Buy |
129,697
+9,225
| +8% | +$679K | 0.42% | 63 |
|
|
2025
Q1 | $8.85M | Buy |
120,472
+7,372
| +7% | +$541K | 0.41% | 65 |
|
|
2024
Q4 | $8.13M | Buy |
113,100
+4,281
| +4% | +$308K | 0.35% | 69 |
|
|
2024
Q3 | $8.17M | Buy |
108,819
+829
| +0.8% | +$62.3K | 0.34% | 69 |
|
|
2024
Q2 | $7.78M | Buy |
107,990
+16,502
| +18% | +$1.19M | 0.33% | 72 |
|
|
2024
Q1 | $6.64M | Buy |
91,488
+7,541
| +9% | +$548K | 0.29% | 76 |
|
|
2023
Q4 | $6.17M | Buy |
+83,947
| New | +$6.17M | 0.28% | 79 |
|