BFC
Bedel Financial Consulting’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,923
| Closed | -$445K | – | 267 |
|
|
2024
Q3 | $445K | Buy |
5,923
+13
| +0.2% | +$976 | 0.06% | 156 |
|
|
2024
Q2 | $426K | Hold |
5,910
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $429K | Hold |
5,910
| – | – | 0.07% | 148 |
|
|
2023
Q4 | $435K | Buy |
5,910
+258
| +5% | +$19K | 0.08% | 144 |
|
|
2023
Q3 | $394K | Buy |
+5,652
| New | +$394K | 0.08% | 143 |
|
|
2022
Q2 | – | Sell |
-1,143
| Closed | -$91K | – | 285 |
|
|
2022
Q1 | $91K | Buy |
1,143
+226
| +25% | +$18K | 0.03% | 291 |
|
|
2021
Q4 | $78K | Hold |
917
| – | – | 0.02% | 321 |
|
|
2021
Q3 | $78K | Sell |
917
-974
| -52% | -$82.8K | 0.03% | 312 |
|
|
2021
Q2 | $162K | Buy |
1,891
+717
| +61% | +$61.4K | 0.06% | 203 |
|
|
2021
Q1 | $99K | Hold |
1,174
| – | – | 0.04% | 259 |
|
|
2020
Q4 | $104K | Hold |
1,174
| – | – | 0.05% | 221 |
|
|
2020
Q3 | $104K | Hold |
1,174
| – | – | 0.05% | 205 |
|
|
2020
Q2 | $104K | Hold |
1,174
| – | – | 0.06% | 194 |
|
|
2020
Q1 | $100K | Sell |
1,174
-45
| -4% | -$3.83K | 0.07% | 177 |
|
|
2019
Q4 | $102K | Hold |
1,219
| – | – | 0.06% | 208 |
|
|
2019
Q3 | $103K | Sell |
1,219
-524
| -30% | -$44.3K | 0.06% | 197 |
|
|
2019
Q2 | $145K | Hold |
1,743
| – | – | 0.09% | 164 |
|
|
2019
Q1 | $141K | Hold |
1,743
| – | – | 0.09% | 162 |
|
|
2018
Q4 | $138K | Sell |
1,743
-12
| -0.7% | -$950 | 0.1% | 151 |
|
|
2018
Q3 | $137K | Buy |
1,755
+1,444
| +464% | +$113K | 0.09% | 165 |
|
|
2018
Q2 | $25K | Sell |
311
-36
| -10% | -$2.89K | 0.02% | 347 |
|
|
2018
Q1 | $28K | Buy |
+347
| New | +$28K | 0.02% | 333 |
|