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