BFA
Beaumont Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
25,622
+204
| +0.8% | +$15K | 0.14% | 95 |
|
|
2025
Q1 | $1.87M | Buy |
25,418
+127
| +0.5% | +$9.33K | 0.15% | 98 |
|
|
2024
Q4 | $1.82M | Buy |
25,291
+251
| +1% | +$18K | 0.14% | 103 |
|
|
2024
Q3 | $1.88M | Buy |
25,040
+183
| +0.7% | +$13.7K | 0.15% | 92 |
|
|
2024
Q2 | $1.79M | Buy |
24,857
+1,816
| +8% | +$131K | 0.14% | 96 |
|
|
2024
Q1 | $1.67M | Buy |
23,041
+103
| +0.4% | +$7.48K | 0.14% | 97 |
|
|
2023
Q4 | $1.69M | Buy |
22,938
+204
| +0.9% | +$15K | 0.15% | 93 |
|
|
2023
Q3 | $1.59M | Buy |
22,734
+1,089
| +5% | +$76K | 0.16% | 93 |
|
|
2023
Q2 | $1.57M | Buy |
21,645
+131
| +0.6% | +$9.52K | 0.15% | 104 |
|
|
2023
Q1 | $1.59M | Buy |
21,514
+82
| +0.4% | +$6.05K | 0.16% | 94 |
|
|
2022
Q4 | $1.54M | Buy |
+21,432
| New | +$1.54M | 0.15% | 97 |
|
|
2022
Q3 | – | Sell |
-138,654
| Closed | -$10.4M | – | 306 |
|
|
2022
Q2 | $10.4M | Buy |
+138,654
| New | +$10.4M | 0.94% | 29 |
|
|
2021
Q3 | – | Sell |
-185,017
| Closed | -$15.9M | – | 358 |
|
|
2021
Q2 | $15.9M | Buy |
185,017
+36,225
| +24% | +$3.11M | 1.21% | 25 |
|
|
2021
Q1 | $12.6M | Buy |
148,792
+10,640
| +8% | +$901K | 1.07% | 29 |
|
|
2020
Q4 | $12.2M | Buy |
138,152
+126,779
| +1,115% | +$11.2M | 1.08% | 24 |
|
|
2020
Q3 | $1M | Buy |
+11,373
| New | +$1M | 0.1% | 143 |
|