BAM
Belpointe Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
15,009
+6,763
| +82% | +$498K | 0.05% | 327 |
|
|
2025
Q1 | $606K | Sell |
8,246
-1,826
| -18% | -$134K | 0.03% | 504 |
|
|
2024
Q4 | $749K | Buy |
10,072
+233
| +2% | +$17.3K | 0.05% | 401 |
|
|
2024
Q3 | $739K | Buy |
9,839
+1,586
| +19% | +$119K | 0.04% | 391 |
|
|
2024
Q2 | $595K | Sell |
8,253
-3,699
| -31% | -$267K | 0.04% | 419 |
|
|
2024
Q1 | $868K | Buy |
11,952
+7,521
| +170% | +$546K | 0.07% | 307 |
|
|
2023
Q4 | $326K | Sell |
4,431
-20,860
| -82% | -$1.53M | 0.03% | 501 |
|
|
2023
Q3 | $1.76M | Sell |
25,291
-3,950
| -14% | -$276K | 0.18% | 115 |
|
|
2023
Q2 | $2.13M | Sell |
29,241
-32,112
| -52% | -$2.33M | 0.22% | 94 |
|
|
2023
Q1 | $4.53M | Buy |
61,353
+19,983
| +48% | +$1.48M | 0.24% | 69 |
|
|
2022
Q4 | $2.97M | Buy |
41,370
+28,788
| +229% | +$2.07M | 0.18% | 105 |
|
|
2022
Q3 | $898K | Buy |
12,582
+1,715
| +16% | +$122K | 0.06% | 326 |
|
|
2022
Q2 | $817K | Sell |
10,867
-259
| -2% | -$19.5K | 0.05% | 351 |
|
|
2022
Q1 | $885K | Sell |
11,126
-3,316
| -23% | -$264K | 0.05% | 376 |
|
|
2021
Q4 | $1.22M | Sell |
14,442
-12,894
| -47% | -$1.09M | 0.08% | 262 |
|
|
2021
Q3 | $2.34M | Buy |
27,336
+16,233
| +146% | +$1.39M | 0.16% | 135 |
|
|
2021
Q2 | $953K | Sell |
11,103
-23,874
| -68% | -$2.05M | 0.07% | 307 |
|
|
2021
Q1 | $2.96M | Buy |
34,977
+4,707
| +16% | +$399K | 0.25% | 77 |
|
|
2020
Q4 | $2.67M | Sell |
30,270
-176
| -0.6% | -$15.5K | 0.24% | 88 |
|
|
2020
Q3 | $2.69M | Buy |
30,446
+22,341
| +276% | +$1.97M | 0.3% | 71 |
|
|
2020
Q2 | $716K | Buy |
8,105
+316
| +4% | +$27.9K | 0.09% | 225 |
|
|
2020
Q1 | $665K | Sell |
7,789
-576
| -7% | -$49.2K | 0.12% | 206 |
|
|
2019
Q4 | $702K | Buy |
8,365
+109
| +1% | +$9.15K | 0.09% | 242 |
|
|
2019
Q3 | $697K | Buy |
8,256
+193
| +2% | +$16.3K | 0.11% | 203 |
|
|
2019
Q2 | $670K | Sell |
8,063
-7,151
| -47% | -$594K | 0.13% | 170 |
|
|
2019
Q1 | $1.23M | Buy |
15,214
+7,817
| +106% | +$633K | 0.24% | 68 |
|
|
2018
Q4 | $586K | Sell |
7,397
-983
| -12% | -$77.9K | 0.15% | 149 |
|
|
2018
Q3 | $659K | Buy |
+8,380
| New | +$659K | 0.1% | 195 |
|
|
2018
Q1 | – | Sell |
-15,367
| Closed | -$1.25M | – | 364 |
|
|
2017
Q4 | $1.25M | Sell |
15,367
-1,993
| -11% | -$163K | 0.27% | 81 |
|
|
2017
Q3 | $1.42M | Buy |
+17,360
| New | +$1.42M | 0.33% | 61 |
|