CFIA
Cantor Fitzgerald Investment 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 | $4.1M | Buy |
55,677
+656
| +1% | +$48.3K | 0.29% | 86 |
|
|
2025
Q1 | $4.04M | Sell |
55,021
-410
| -0.7% | -$30.1K | 0.29% | 83 |
|
|
2024
Q4 | $3.99M | Sell |
55,431
-4,950
| -8% | -$356K | 0.28% | 82 |
|
|
2024
Q3 | $4.54M | Buy |
60,381
+37,347
| +162% | +$2.81M | 0.31% | 79 |
|
|
2024
Q2 | $1.66M | Buy |
23,034
+824
| +4% | +$59.4K | 0.13% | 101 |
|
|
2024
Q1 | $1.61M | Sell |
22,210
-492
| -2% | -$35.7K | 0.12% | 103 |
|
|
2023
Q4 | $1.67M | Buy |
+22,702
| New | +$1.67M | 0.13% | 98 |
|
|
2022
Q1 | $2.38M | Sell |
29,926
-1,366
| -4% | -$109K | 0.11% | 127 |
|
|
2021
Q4 | $2.65M | Buy |
31,292
+150
| +0.5% | +$12.7K | 0.16% | 109 |
|
|
2021
Q3 | $2.66M | Sell |
31,142
-2,649
| -8% | -$226K | 0.2% | 87 |
|
|
2021
Q2 | $2.9M | Buy |
33,791
+5,647
| +20% | +$485K | 0.21% | 84 |
|
|
2021
Q1 | $2.48M | Hold |
28,144
| – | – | 0.35% | 28 |
|
|
2020
Q4 | $2.48M | Buy |
28,144
+3,975
| +16% | +$351K | 0.35% | 28 |
|
|
2020
Q3 | $2.14M | Sell |
24,169
-191
| -0.8% | -$16.9K | 0.35% | 29 |
|
|
2020
Q2 | $2.15M | Sell |
24,360
-410
| -2% | -$36.2K | 0.35% | 29 |
|
|
2020
Q1 | $2.12M | Sell |
24,770
-1,575
| -6% | -$134K | 0.39% | 28 |
|
|
2019
Q4 | $2.21M | Buy |
26,345
+500
| +2% | +$41.9K | 0.35% | 24 |
|
|
2019
Q3 | $2.18M | Sell |
25,845
-1,435
| -5% | -$121K | 0.36% | 24 |
|
|
2019
Q2 | $2.27M | Sell |
27,280
-474
| -2% | -$39.4K | 0.35% | 24 |
|
|
2019
Q1 | $2.25M | Sell |
27,754
-4,827
| -15% | -$392K | 0.36% | 24 |
|
|
2018
Q4 | $2.58M | Buy |
32,581
+3,372
| +12% | +$267K | 0.43% | 22 |
|
|
2018
Q3 | $2.3M | Sell |
29,209
-2,385
| -8% | -$188K | 0.29% | 22 |
|
|
2018
Q2 | $2.5M | Sell |
31,594
-1,074
| -3% | -$85.1K | 0.3% | 20 |
|
|
2018
Q1 | $2.61M | Sell |
32,668
-1,036
| -3% | -$82.8K | 0.31% | 20 |
|
|
2017
Q4 | $2.75M | Sell |
33,704
-9,408
| -22% | -$767K | 0.33% | 22 |
|
|
2017
Q3 | $3.53M | Sell |
43,112
-1,376
| -3% | -$113K | 0.43% | 21 |
|
|
2017
Q2 | $3.64M | Buy |
+44,488
| New | +$3.64M | 0.45% | 22 |
|