BFG
Berger Financial Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
77,761
-3,060
| -4% | -$225K | 0.37% | 67 |
|
|
2025
Q1 | $5.94M | Sell |
80,821
-2,945
| -4% | -$216K | 0.41% | 58 |
|
|
2024
Q4 | $6.02M | Buy |
83,766
+73,790
| +740% | +$5.31M | 0.42% | 56 |
|
|
2024
Q3 | $749K | Sell |
9,976
-4,407
| -31% | -$331K | 0.05% | 185 |
|
|
2024
Q2 | $1.04M | Sell |
14,383
-3,718
| -21% | -$268K | 0.08% | 148 |
|
|
2024
Q1 | $1.31M | Sell |
18,101
-9,703
| -35% | -$705K | 0.11% | 130 |
|
|
2023
Q4 | $2.04M | Sell |
27,804
-2,267
| -8% | -$167K | 0.21% | 101 |
|
|
2023
Q3 | $2.1M | Buy |
30,071
+24,210
| +413% | +$1.69M | 0.24% | 93 |
|
|
2023
Q2 | $426K | Sell |
5,861
-104
| -2% | -$7.56K | 0.05% | 176 |
|
|
2023
Q1 | $440K | Buy |
5,965
+104
| +2% | +$7.68K | 0.05% | 171 |
|
|
2022
Q4 | $421K | Sell |
5,861
-1,660
| -22% | -$119K | 0.06% | 169 |
|
|
2022
Q3 | $536K | Sell |
7,521
-45
| -0.6% | -$3.21K | 0.08% | 133 |
|
|
2022
Q2 | $569K | Buy |
7,566
+109
| +1% | +$8.2K | 0.08% | 125 |
|
|
2022
Q1 | $593K | Buy |
7,457
+453
| +6% | +$36K | 0.08% | 135 |
|
|
2021
Q4 | $594K | Buy |
7,004
+205
| +3% | +$17.4K | 0.08% | 136 |
|
|
2021
Q3 | $581K | Sell |
6,799
-290
| -4% | -$24.8K | 0.1% | 105 |
|
|
2021
Q2 | $609K | Sell |
7,089
-404
| -5% | -$34.7K | 0.11% | 101 |
|
|
2021
Q1 | $635K | Sell |
7,493
-288
| -4% | -$24.4K | 0.14% | 94 |
|
|
2020
Q4 | $686K | Buy |
+7,781
| New | +$686K | 0.12% | 108 |
|