Blue Chip Partners’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
Q1 | – | Sell |
-8,505
| Closed | -$612K | – | 161 |
|
2024
Q4 | $612K | Buy |
+8,505
| New | +$612K | 0.05% | 100 |
|
2022
Q4 | – | Sell |
-2,079
| Closed | -$148K | – | 174 |
|
2022
Q3 | $148K | Buy |
2,079
+12
| +0.6% | +$854 | 0.02% | 143 |
|
2022
Q2 | $156K | Buy |
2,067
+12
| +0.6% | +$906 | 0.02% | 141 |
|
2022
Q1 | $163K | Sell |
2,055
-5,115
| -71% | -$406K | 0.02% | 146 |
|
2021
Q4 | $608K | Buy |
7,170
+1
| +0% | +$85 | 0.08% | 87 |
|
2021
Q3 | $613K | Buy |
+7,169
| New | +$613K | 0.09% | 80 |
|
2018
Q2 | – | Sell |
-2,197
| Closed | -$176K | – | 144 |
|
2018
Q1 | $176K | Buy |
+2,197
| New | +$176K | 0.05% | 125 |
|