Belmont Capital’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 | $121K | Buy |
1,639
+137
| +9% | +$10.1K | 0.02% | 136 |
|
2025
Q1 | $110K | Hold |
1,502
| – | – | 0.02% | 137 |
|
2024
Q4 | $108K | Sell |
1,502
-315
| -17% | -$22.7K | 0.02% | 96 |
|
2024
Q3 | $136K | Buy |
1,817
+145
| +9% | +$10.9K | 0.02% | 132 |
|
2024
Q2 | $120K | Sell |
1,672
-1,354
| -45% | -$97.6K | 0.02% | 144 |
|
2024
Q1 | $220K | Hold |
3,026
| – | – | 0.06% | 86 |
|
2023
Q4 | $223K | Buy |
3,026
+170
| +6% | +$12.5K | 0.1% | 70 |
|
2023
Q3 | $199K | Buy |
2,856
+175
| +7% | +$12.2K | 0.11% | 66 |
|
2023
Q2 | $195K | Hold |
2,681
| – | – | 0.11% | 45 |
|
2023
Q1 | $198K | Hold |
2,681
| – | – | 0.16% | 30 |
|
2022
Q4 | $193K | Buy |
2,681
+200
| +8% | +$14.4K | 0.21% | 28 |
|
2022
Q3 | $177K | Sell |
2,481
-2,454
| -50% | -$175K | 0.21% | 25 |
|
2022
Q2 | $371K | Hold |
4,935
| – | – | 0.45% | 17 |
|
2022
Q1 | $393K | Hold |
4,935
| – | – | 0.39% | 14 |
|
2021
Q4 | $418K | Hold |
4,935
| – | – | 0.33% | 17 |
|
2021
Q3 | $422K | Hold |
4,935
| – | – | 0.34% | 15 |
|
2021
Q2 | $424K | Hold |
4,935
| – | – | 0.44% | 13 |
|
2021
Q1 | $418K | Sell |
4,935
-579
| -11% | -$49K | 0.52% | 11 |
|
2020
Q4 | $486K | Sell |
5,514
-626
| -10% | -$55.2K | 0.22% | 12 |
|
2020
Q3 | $542K | Buy |
6,140
+3
| +0% | +$265 | 0.21% | 11 |
|
2020
Q2 | $542K | Buy |
6,137
+3
| +0% | +$265 | 0.31% | 10 |
|
2020
Q1 | $524K | Sell |
6,134
-97
| -2% | -$8.29K | 0.46% | 10 |
|
2019
Q4 | $523K | Buy |
+6,231
| New | +$523K | 0.43% | 10 |
|