Bluestem Financial Advisors’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 | $46.7M | Buy |
633,811
+44,472
| +8% | +$3.27M | 20.01% | 2 |
|
|
2025
Q1 | $43.3M | Buy |
589,339
+11,633
| +2% | +$854K | 20.25% | 2 |
|
|
2024
Q4 | $41.5M | Buy |
577,706
+27,550
| +5% | +$1.98M | 19.55% | 2 |
|
|
2024
Q3 | $41.3M | Buy |
550,156
+108,131
| +24% | +$8.12M | 19.28% | 2 |
|
|
2024
Q2 | $31.8M | Buy |
442,025
+165,166
| +60% | +$11.9M | 16.09% | 2 |
|
|
2024
Q1 | $20.1M | Buy |
276,859
+37,406
| +16% | +$2.72M | 10.39% | 5 |
|
|
2023
Q4 | $17.6M | Sell |
239,453
-2,143
| -0.9% | -$158K | 10.24% | 5 |
|
|
2023
Q3 | $16.9M | Buy |
241,596
+12,732
| +6% | +$888K | 10.28% | 5 |
|
|
2023
Q2 | $16.6M | Buy |
228,864
+8,301
| +4% | +$603K | 10.06% | 5 |
|
|
2023
Q1 | $16.3M | Buy |
220,563
+11,991
| +6% | +$885K | 10.03% | 5 |
|
|
2022
Q4 | $15M | Buy |
208,572
+7,246
| +4% | +$521K | 9.85% | 5 |
|
|
2022
Q3 | $14.4M | Sell |
201,326
-12,607
| -6% | -$899K | 10.16% | 4 |
|
|
2022
Q2 | $16.1M | Sell |
213,933
-22,423
| -9% | -$1.69M | 11.2% | 4 |
|
|
2022
Q1 | $18.8M | Sell |
236,356
-15,269
| -6% | -$1.21M | 11.79% | 3 |
|
|
2021
Q4 | $21.3M | Buy |
251,625
+2,421
| +1% | +$205K | 13.25% | 3 |
|
|
2021
Q3 | $21.3M | Buy |
249,204
+16,499
| +7% | +$1.41M | 13.91% | 3 |
|
|
2021
Q2 | $20M | Buy |
232,705
+25,133
| +12% | +$2.16M | 13.47% | 3 |
|
|
2021
Q1 | $17.6M | Buy |
207,572
+2,602
| +1% | +$220K | 12.52% | 4 |
|
|
2020
Q4 | $18.1M | Buy |
204,970
+10,529
| +5% | +$929K | 13.25% | 4 |
|
|
2020
Q3 | $17.2M | Buy |
194,441
+6,917
| +4% | +$610K | 14.44% | 3 |
|
|
2020
Q2 | $16.6M | Buy |
187,524
+3,491
| +2% | +$308K | 15.15% | 3 |
|
|
2020
Q1 | $15.7M | Buy |
184,033
+12,773
| +7% | +$1.09M | 16.9% | 3 |
|
|
2019
Q4 | $14.4M | Buy |
+171,260
| New | +$14.4M | 13.04% | 5 |
|