Campbell Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $750K | Buy |
10,425
+218
| +2% | +$15.7K | 0.07% | 33 |
|
|
2024
Q3 | $767K | Buy |
+10,207
| New | +$767K | 0.07% | 26 |
|
|
2022
Q4 | – | Sell |
-4,907
| Closed | -$350K | – | 76 |
|
|
2022
Q3 | $350K | Sell |
4,907
-274,353
| -98% | -$19.6M | 0.05% | 44 |
|
|
2022
Q2 | $21M | Sell |
279,260
-302,277
| -52% | -$22.7M | 2.94% | 10 |
|
|
2022
Q1 | $46.3M | Buy |
581,537
+3,168
| +0.5% | +$252K | 5.63% | 6 |
|
|
2021
Q4 | $49M | Buy |
578,369
+23,182
| +4% | +$1.96M | 5.6% | 7 |
|
|
2021
Q3 | $47.4M | Buy |
555,187
+7,275
| +1% | +$622K | 6.35% | 6 |
|
|
2021
Q2 | $47.1M | Sell |
547,912
-180,133
| -25% | -$15.5M | 6.37% | 6 |
|
|
2021
Q1 | $61.7M | Buy |
728,045
+40,764
| +6% | +$3.45M | 8.46% | 3 |
|
|
2020
Q4 | $60.6M | Buy |
687,281
+47,530
| +7% | +$4.19M | 8.84% | 3 |
|
|
2020
Q3 | $56.4M | Buy |
639,751
+35,829
| +6% | +$3.16M | 9.23% | 3 |
|
|
2020
Q2 | $53.4M | Buy |
603,922
+13,306
| +2% | +$1.18M | 9.29% | 3 |
|
|
2020
Q1 | $50.4M | Buy |
590,616
+316,212
| +115% | +$27M | 11% | 3 |
|
|
2019
Q4 | $23M | Buy |
274,404
+14,798
| +6% | +$1.24M | 4.62% | 7 |
|
|
2019
Q3 | $21.9M | Buy |
259,606
+15,387
| +6% | +$1.3M | 4.87% | 7 |
|
|
2019
Q2 | $20.3M | Buy |
244,219
+16,997
| +7% | +$1.41M | 4.87% | 7 |
|
|
2019
Q1 | $18.4M | Buy |
227,222
+10,024
| +5% | +$814K | 4.9% | 7 |
|
|
2018
Q4 | $17.2M | Buy |
+217,198
| New | +$17.2M | 5.31% | 5 |
|