Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,037
| Closed | -$293K | – | 98 |
|
|
2024
Q1 | $293K | Sell |
4,037
-283
| -7% | -$20.6K | 0.15% | 87 |
|
|
2023
Q4 | $318K | Sell |
4,320
-6,191
| -59% | -$455K | 0.16% | 87 |
|
|
2023
Q3 | $733K | Buy |
10,511
+24
| +0.2% | +$1.68K | 0.26% | 76 |
|
|
2023
Q2 | $762K | Buy |
10,487
+45
| +0.4% | +$3.27K | 0.28% | 67 |
|
|
2023
Q1 | $771K | Sell |
10,442
-1,065
| -9% | -$78.6K | 0.3% | 64 |
|
|
2022
Q4 | $827K | Sell |
11,507
-7,001
| -38% | -$503K | 0.35% | 64 |
|
|
2022
Q3 | $1.32M | Sell |
18,508
-4,935
| -21% | -$352K | 0.64% | 39 |
|
|
2022
Q2 | $1.77M | Sell |
23,443
-2,077
| -8% | -$156K | 0.85% | 24 |
|
|
2022
Q1 | $2.03M | Buy |
25,520
+45
| +0.2% | +$3.58K | 0.89% | 26 |
|
|
2021
Q4 | $2.16M | Buy |
25,475
+20,648
| +428% | +$1.75M | 0.98% | 22 |
|
|
2021
Q3 | $412K | Buy |
4,827
+47
| +1% | +$4.01K | 0.2% | 58 |
|
|
2021
Q2 | $411K | Sell |
4,780
-909
| -16% | -$78.2K | 0.21% | 61 |
|
|
2021
Q1 | $482K | Sell |
5,689
-79,335
| -93% | -$6.72M | 0.3% | 38 |
|
|
2020
Q4 | $7.5M | Buy |
+85,024
| New | +$7.5M | 3.53% | 7 |
|