Bleakley Financial Group’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 | $8.24M | Sell |
111,892
-482
| -0.4% | -$35.5K | 0.21% | 88 |
|
2025
Q1 | $8.25M | Buy |
112,374
+18,525
| +20% | +$1.36M | 0.27% | 71 |
|
2024
Q4 | $6.75M | Buy |
93,849
+3,733
| +4% | +$268K | 0.2% | 83 |
|
2024
Q3 | $6.77M | Buy |
90,116
+4,990
| +6% | +$375K | 0.21% | 86 |
|
2024
Q2 | $6.13M | Buy |
85,126
+3,022
| +4% | +$218K | 0.18% | 113 |
|
2024
Q1 | $5.96M | Buy |
82,104
+9,814
| +14% | +$713K | 0.17% | 118 |
|
2023
Q4 | $5.32M | Buy |
72,290
+4,146
| +6% | +$305K | 0.17% | 115 |
|
2023
Q3 | $4.76M | Sell |
68,144
-10,691
| -14% | -$746K | 0.17% | 117 |
|
2023
Q2 | $5.73M | Buy |
78,835
+5,634
| +8% | +$410K | 0.18% | 105 |
|
2023
Q1 | $5.4M | Sell |
73,201
-9,515
| -12% | -$702K | 0.18% | 101 |
|
2022
Q4 | $5.94M | Buy |
+82,716
| New | +$5.94M | 0.21% | 99 |
|