Bogart Wealth LLC’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114M | Sell |
1,545,387
-67,564
| -4% | -$5.01M | 4.39% | 4 |
|
|
2025
Q4 | $119M | Buy |
1,612,951
+58,041
| +4% | +$4.32M | 4.79% | 4 |
|
|
2025
Q3 | $116M | Buy |
1,554,910
+45,937
| +3% | +$3.38M | 4.69% | 5 |
|
|
2025
Q2 | $111M | Buy |
1,508,973
+37,215
| +3% | +$2.71M | 4.75% | 5 |
|
|
2025
Q1 | $108M | Buy |
1,471,758
+14,481
| +1% | +$1.05M | 5.1% | 3 |
|
|
2024
Q4 | $105M | Buy |
1,457,277
+43,738
| +3% | +$3.2M | 4.97% | 4 |
|
|
2024
Q3 | $106M | Sell |
1,413,539
-320,651
| -18% | -$23.7M | 5.03% | 4 |
|
|
2024
Q2 | $125M | Buy |
1,734,190
+105,348
| +6% | +$7.54M | 6.36% | 2 |
|
|
2024
Q1 | $118M | Buy |
1,628,842
+134,773
| +9% | +$9.78M | 6.09% | 3 |
|
|
2023
Q4 | $110M | Buy |
1,494,069
+45,437
| +3% | +$3.21M | 6.2% | 2 |
|
|
2023
Q3 | $101M | Buy |
1,448,632
+257,012
| +22% | +$18.3M | 6.24% | 2 |
|
|
2023
Q2 | $86.6M | Buy |
1,191,620
+66,894
| +6% | +$4.9M | 5.49% | 3 |
|
|
2023
Q1 | $83M | Buy |
1,124,726
+40,487
| +4% | +$2.96M | 5.54% | 3 |
|
|
2022
Q4 | $77.9M | Buy |
1,084,239
+208,923
| +24% | +$15M | 5.42% | 3 |
|
|
2022
Q3 | $62.4M | Buy |
875,316
+222,502
| +34% | +$16.7M | 5.21% | 3 |
|
|
2022
Q2 | $49.1M | Buy |
652,814
+23,664
| +4% | +$1.8M | 4.31% | 5 |
|
|
2022
Q1 | $50M | Buy |
629,150
+307,799
| +96% | +$25.1M | 4.28% | 6 |
|
|
2021
Q4 | $27.2M | Buy |
321,351
+8,893
| +3% | +$757K | 2.46% | 11 |
|
|
2021
Q3 | $26.7M | Sell |
312,458
-140,527
| -31% | -$12.1M | 2.72% | 10 |
|
|
2021
Q2 | $38.9M | Buy |
452,985
+114,918
| +34% | +$9.8M | 4.25% | 8 |
|
|
2021
Q1 | $28.6M | Buy |
338,067
+161,952
| +92% | +$14M | 3.99% | 8 |
|
|
2020
Q4 | $15.5M | Sell |
176,115
-94,644
| -35% | -$8.33M | 2.88% | 13 |
|
|
2020
Q3 | $23.9M | Buy |
270,759
+28,437
| +12% | +$2.52M | 5.3% | 4 |
|
|
2020
Q2 | $21.4M | Buy |
242,322
+1,055
| +0.4% | +$92.2K | 5.03% | 5 |
|
|
2020
Q1 | $20.6M | Buy |
241,267
+4,423
| +2% | +$376K | 5.62% | 4 |
|
|
2019
Q4 | $19.9M | Buy |
+236,844
| New | +$19.9M | 6.35% | 4 |
|
|
2019
Q2 | – | Sell |
-346
| Closed | -$28.2K | – | 336 |
|
|
2019
Q1 | $28K | Hold |
346
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $27K | Sell |
346
-54
| -14% | -$4.22K | 0.01% | 183 |
|
|
2018
Q3 | $31K | Buy |
400
+306
| +326% | +$24.2K | 0.02% | 163 |
|
|
2018
Q2 | $7K | Hold |
94
| – | – | ﹤0.01% | 257 |
|
|
2018
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 256 |
|
|
2017
Q4 | $8K | Hold |
94
| – | – | 0.01% | 245 |
|
|
2017
Q3 | $8K | Buy |
+94
| New | +$7.71K | 0.01% | 241 |
|
Other funds holding BND
VAI
AF
Bogart Wealth LLC's BND Position: Q1 2026 in Review
Bogart Wealth LLC reduced its Vanguard Total Bond Market (BND) stake by 4.2% in Q1 2026, selling an estimated $5.01M and leaving 1,545,387 shares worth $114M. The position accounts for 4.39% of the portfolio, ranked #4.
Bogart Wealth LLC first reported a position in BND in Q3 2017 and has held it in 33 quarters since. The position peaked at $125M in Q2 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.
- Bogart Wealth LLC held 1,545,387 shares of Vanguard Total Bond Market worth $114M as of Q1 2026.
- Bogart Wealth LLC sold 67,564 Vanguard Total Bond Market shares in Q1 2026, an estimated $5.01M.
- Vanguard Total Bond Market made up 4.39% of Bogart Wealth LLC's portfolio in Q1 2026, its #4 holding.
- Bogart Wealth LLC first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 33 quarters since.
- Bogart Wealth LLC's Vanguard Total Bond Market position peaked at $125M in Q2 2024.
- 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.