Caldwell Trust’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
15,620
+47
|
|
||||
|
2025
Q1 | $1.14M | Buy |
15,573
+805
|
|
||||
|
2024
Q4 | $1.06M | Sell |
14,768
-1,192
|
|
||||
|
2024
Q3 | $1.2M | Buy |
15,960
+937
|
|
||||
|
2024
Q2 | $1.08M | Buy |
15,023
+914
|
|
||||
|
2024
Q1 | $1.02M | Buy |
14,109
+1,750
|
|
||||
|
2023
Q4 | $909K | Sell |
12,359
-1,679
|
|
||||
|
2023
Q3 | $980K | Buy |
14,038
+1,261
|
|
||||
|
2023
Q2 | $929K | Sell |
12,777
-860
|
|
||||
|
2023
Q1 | $1.01M | Sell |
13,637
-425
|
|
||||
|
2022
Q4 | $1.01M | Sell |
14,062
-175
|
|
||||
|
2022
Q3 | $1.02M | Sell |
14,237
-498
|
|
||||
|
2022
Q2 | $1.11M | Sell |
14,735
-132
|
|
||||
|
2022
Q1 | $1.18M | Sell |
14,867
-181
|
|
||||
|
2021
Q4 | $1.28M | Sell |
15,048
-86
|
|
||||
|
2021
Q3 | $1.29M | Hold |
15,134
|
|
||||
|
2021
Q2 | $1.3M | Sell |
15,134
-150
|
|
||||
|
2021
Q1 | $1.29M | Sell |
15,284
-581
|
|
||||
|
2020
Q4 | $1.4M | Sell |
15,865
-71
|
|
||||
|
2020
Q3 | $1.41M | Sell |
15,936
-14
|
|
||||
|
2020
Q2 | $1.41M | Buy |
15,950
+265
|
|
||||
|
2020
Q1 | $1.34M | Sell |
15,685
-250
|
|
||||
|
2019
Q4 | $1.34M | Buy |
+15,935
|
|