Brio Consultants’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 | $59.3M | Buy |
804,818
+23,116
| +3% | +$1.7M | 8.66% | 3 |
|
|
2025
Q1 | $57.4M | Buy |
781,702
+19,331
| +3% | +$1.42M | 9.02% | 2 |
|
|
2024
Q4 | $54.8M | Buy |
762,371
+38,150
| +5% | +$2.74M | 8.58% | 3 |
|
|
2024
Q3 | $54.4M | Buy |
+724,221
| New | +$54.4M | 8.65% | 3 |
|
|
2024
Q1 | – | Sell |
-3,730
| Closed | -$274K | – | 97 |
|
|
2023
Q4 | $274K | Buy |
3,730
+7
| +0.2% | +$515 | 0.05% | 84 |
|
|
2023
Q3 | $260K | Buy |
+3,723
| New | +$260K | 0.05% | 81 |
|
|
2022
Q2 | – | Sell |
-50,855
| Closed | -$4.05M | – | 81 |
|
|
2022
Q1 | $4.05M | Buy |
50,855
+4,580
| +10% | +$364K | 0.86% | 26 |
|
|
2021
Q4 | $3.92M | Buy |
46,275
+24,883
| +116% | +$2.11M | 0.92% | 22 |
|
|
2021
Q3 | $1.83M | Sell |
21,392
-6,358
| -23% | -$543K | 0.44% | 31 |
|
|
2021
Q2 | $2.38M | Buy |
+27,750
| New | +$2.38M | 0.61% | 28 |
|
|
2019
Q4 | – | Sell |
-3,382
| Closed | -$286K | – | 78 |
|
|
2019
Q3 | $286K | Buy |
3,382
+24
| +0.7% | +$2.03K | 0.11% | 59 |
|
|
2019
Q2 | $279K | Buy |
3,358
+24
| +0.7% | +$1.99K | 0.11% | 58 |
|
|
2019
Q1 | $271K | Buy |
3,334
+16
| +0.5% | +$1.3K | 0.12% | 56 |
|
|
2018
Q4 | $263K | Buy |
+3,318
| New | +$263K | 0.14% | 59 |
|