CFA
Cahill Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
411,624
+19,356
| +5% | +$1.43M | 3.76% | 5 |
|
|
2025
Q1 | $28.8M | Buy |
392,268
+53,618
| +16% | +$3.94M | 3.92% | 4 |
|
|
2024
Q4 | $24.4M | Buy |
338,650
+20,593
| +6% | +$1.48M | 3.3% | 6 |
|
|
2024
Q3 | $23.9M | Buy |
318,057
+19,699
| +7% | +$1.48M | 3.27% | 6 |
|
|
2024
Q2 | $21.5M | Buy |
298,358
+6,000
| +2% | +$432K | 2.94% | 7 |
|
|
2024
Q1 | $21.2M | Buy |
292,358
+41,851
| +17% | +$3.04M | 2.9% | 6 |
|
|
2023
Q4 | $18.4M | Buy |
250,507
+6,854
| +3% | +$504K | 2.73% | 8 |
|
|
2023
Q3 | $17M | Buy |
243,653
+6,386
| +3% | +$446K | 2.82% | 8 |
|
|
2023
Q2 | $17.2M | Sell |
237,267
-8,656
| -4% | -$629K | 2.79% | 8 |
|
|
2023
Q1 | $18.2M | Buy |
245,923
+12,503
| +5% | +$923K | 3.22% | 3 |
|
|
2022
Q4 | $16.8M | Buy |
233,420
+27,905
| +14% | +$2M | 3.22% | 5 |
|
|
2022
Q3 | $14.7M | Sell |
205,515
-3,227
| -2% | -$230K | 3.09% | 6 |
|
|
2022
Q2 | $15.7M | Buy |
208,742
+25,514
| +14% | +$1.92M | 3.34% | 6 |
|
|
2022
Q1 | $14.6M | Sell |
183,228
-3,593
| -2% | -$286K | 2.74% | 7 |
|
|
2021
Q4 | $15.8M | Buy |
186,821
+39,435
| +27% | +$3.34M | 3.06% | 6 |
|
|
2021
Q3 | $12.6M | Buy |
147,386
+5,333
| +4% | +$456K | 2.58% | 8 |
|
|
2021
Q2 | $12.2M | Buy |
142,053
+4,614
| +3% | +$396K | 2.74% | 9 |
|
|
2021
Q1 | $11.6M | Sell |
137,439
-2,405
| -2% | -$204K | 2.84% | 9 |
|
|
2020
Q4 | $12.3M | Buy |
139,844
+83,125
| +147% | +$7.33M | 3.11% | 8 |
|
|
2020
Q3 | $5M | Buy |
56,719
+11,560
| +26% | +$1.02M | 1.8% | 10 |
|
|
2020
Q2 | $3.99M | Buy |
+45,159
| New | +$3.99M | 1.54% | 15 |
|
|
2017
Q4 | – | Sell |
-4,192
| Closed | -$344K | – | 138 |
|
|
2017
Q3 | $344K | Sell |
4,192
-666
| -14% | -$54.7K | 0.18% | 109 |
|
|
2017
Q2 | $398K | Buy |
4,858
+1,200
| +33% | +$98.3K | 0.22% | 100 |
|
|
2017
Q1 | $297K | Buy |
3,658
+227
| +7% | +$18.4K | 0.17% | 104 |
|
|
2016
Q4 | $278K | Buy |
+3,431
| New | +$278K | 0.17% | 105 |
|
|
2014
Q4 | – | Sell |
-4,170
| Closed | -$342K | – | 104 |
|
|
2014
Q3 | $342K | Buy |
+4,170
| New | +$342K | 0.27% | 80 |
|