Broadview Financial Management’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 | $11.2M | Buy |
152,257
+3,764
| +3% | +$277K | 7.62% | 3 |
|
|
2025
Q1 | $10.9M | Buy |
148,493
+115
| +0.1% | +$8.45K | 8.14% | 3 |
|
|
2024
Q4 | $10.7M | Buy |
148,378
+1,459
| +1% | +$105K | 7.63% | 5 |
|
|
2024
Q3 | $11M | Buy |
146,919
+214
| +0.1% | +$16.1K | 7.47% | 4 |
|
|
2024
Q2 | $10.6M | Buy |
146,705
+10,140
| +7% | +$731K | 7.7% | 4 |
|
|
2024
Q1 | $9.92M | Sell |
136,565
-4
| -0% | -$291 | 7.22% | 4 |
|
|
2023
Q4 | $10M | Buy |
+136,569
| New | +$10M | 7.75% | 4 |
|