Buckingham Strategic Wealth’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 | $675K | Sell |
9,363
-3,597
| -28% | -$259K | 0.01% | 408 |
|
|
2024
Q1 | $941K | Sell |
12,960
-168
| -1% | -$12.2K | 0.01% | 347 |
|
|
2023
Q4 | $966K | Buy |
13,128
+465
| +4% | +$34.2K | 0.01% | 331 |
|
|
2023
Q3 | $884K | Sell |
12,663
-3,953
| -24% | -$276K | 0.01% | 309 |
|
|
2023
Q2 | $1.21M | Buy |
16,616
+3,378
| +26% | +$246K | 0.02% | 269 |
|
|
2023
Q1 | $951K | Hold |
13,238
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $951K | Sell |
13,238
-1,557
| -11% | -$112K | 0.02% | 278 |
|
|
2022
Q3 | $1.06M | Sell |
14,795
-2,263
| -13% | -$161K | 0.02% | 255 |
|
|
2022
Q2 | $1.28M | Buy |
17,058
+5,423
| +47% | +$408K | 0.03% | 234 |
|
|
2022
Q1 | $925K | Sell |
11,635
-5,517
| -32% | -$439K | 0.02% | 267 |
|
|
2021
Q4 | $1.45M | Sell |
17,152
-1,962
| -10% | -$166K | 0.03% | 227 |
|
|
2021
Q3 | $1.63M | Buy |
19,114
+557
| +3% | +$47.6K | 0.03% | 195 |
|
|
2021
Q2 | $1.59M | Buy |
+18,557
| New | +$1.59M | 0.04% | 198 |
|
|
2021
Q1 | – | Sell |
-3,677
| Closed | -$324K | – | 550 |
|
|
2020
Q4 | $324K | Buy |
3,677
+719
| +24% | +$63.4K | 0.02% | 404 |
|
|
2020
Q3 | $261K | Sell |
2,958
-186
| -6% | -$16.4K | 0.02% | 408 |
|
|
2020
Q2 | $278K | Buy |
3,144
+210
| +7% | +$18.6K | 0.03% | 326 |
|
|
2020
Q1 | $250K | Sell |
2,934
-3,056
| -51% | -$260K | 0.02% | 381 |
|
|
2019
Q4 | $502K | Sell |
5,990
-152
| -2% | -$12.7K | 0.05% | 246 |
|
|
2019
Q3 | $519K | Buy |
6,142
+514
| +9% | +$43.4K | 0.06% | 225 |
|
|
2019
Q2 | $468K | Sell |
5,628
-817
| -13% | -$67.9K | 0.05% | 253 |
|
|
2019
Q1 | $523K | Sell |
6,445
-2,115
| -25% | -$172K | 0.07% | 215 |
|
|
2018
Q4 | $678K | Sell |
8,560
-1,570
| -15% | -$124K | 0.1% | 156 |
|
|
2018
Q3 | $797K | Sell |
10,130
-1,384
| -12% | -$109K | 0.12% | 135 |
|
|
2018
Q2 | $912K | Buy |
11,514
+1,473
| +15% | +$117K | 0.15% | 128 |
|
|
2018
Q1 | $803K | Sell |
10,041
-2,114
| -17% | -$169K | 0.16% | 128 |
|
|
2017
Q4 | $991K | Sell |
12,155
-3,527
| -22% | -$288K | 0.21% | 104 |
|
|
2017
Q3 | $1.29M | Sell |
15,682
-3,777
| -19% | -$309K | 0.31% | 77 |
|
|
2017
Q2 | $1.59M | Sell |
19,459
-2,333
| -11% | -$191K | 0.37% | 65 |
|
|
2017
Q1 | $1.77M | Sell |
21,792
-2,149
| -9% | -$174K | 0.51% | 41 |
|
|
2016
Q4 | $1.93M | Sell |
23,941
-1,058
| -4% | -$85.5K | 0.62% | 34 |
|
|
2016
Q3 | $2.1M | Sell |
24,999
-3,420
| -12% | -$288K | 0.71% | 28 |
|
|
2016
Q2 | $2.4M | Buy |
28,419
+1,618
| +6% | +$136K | 0.81% | 22 |
|
|
2016
Q1 | $2.22M | Buy |
26,801
+22,953
| +596% | +$1.9M | 0.73% | 27 |
|
|
2015
Q4 | $311K | Buy |
3,848
+33
| +0.9% | +$2.67K | 0.1% | 133 |
|
|
2015
Q3 | $313K | Sell |
3,815
-1,237
| -24% | -$101K | 0.11% | 135 |
|
|
2015
Q2 | $411K | Buy |
+5,052
| New | +$411K | 0.13% | 123 |
|
|
2013
Q4 | – | Sell |
-4,970
| Closed | -$402K | – | 159 |
|
|
2013
Q3 | $402K | Buy |
4,970
+18
| +0.4% | +$1.46K | 0.21% | 76 |
|
|
2013
Q2 | $401K | Buy |
+4,952
| New | +$401K | 0.23% | 73 |
|