Bell Investment 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 | $1.45M | Sell |
19,742
-1,566
| -7% | -$115K | 0.25% | 47 |
|
|
2025
Q1 | $1.57M | Sell |
21,308
-168
| -0.8% | -$12.3K | 0.29% | 37 |
|
|
2024
Q4 | $1.54M | Buy |
21,476
+2,013
| +10% | +$145K | 0.29% | 39 |
|
|
2024
Q3 | $1.46M | Buy |
19,463
+1,479
| +8% | +$111K | 0.27% | 42 |
|
|
2024
Q2 | $1.3M | Sell |
17,984
-2,878
| -14% | -$207K | 0.25% | 45 |
|
|
2024
Q1 | $1.52M | Sell |
20,862
-2,526
| -11% | -$183K | 0.3% | 39 |
|
|
2023
Q4 | $1.72M | Buy |
23,388
+8,750
| +60% | +$644K | 0.35% | 36 |
|
|
2023
Q3 | $1.02M | Buy |
14,638
+5,295
| +57% | +$369K | 0.23% | 47 |
|
|
2023
Q2 | $679K | Sell |
9,343
-106
| -1% | -$7.71K | 0.15% | 49 |
|
|
2023
Q1 | $698K | Buy |
9,449
+112
| +1% | +$8.27K | 0.16% | 48 |
|
|
2022
Q4 | $671K | Buy |
9,337
+9,088
| +3,650% | +$653K | 0.17% | 46 |
|
|
2022
Q3 | $18K | Buy |
249
+1
| +0.4% | +$72 | 0.01% | 276 |
|
|
2022
Q2 | $19K | Buy |
+248
| New | +$19K | 0.01% | 270 |
|
|
2021
Q4 | $351K | Buy |
4,138
+2,424
| +141% | +$206K | 0.1% | 58 |
|
|
2021
Q3 | $146K | Buy |
+1,714
| New | +$146K | 0.04% | 83 |
|