Cape Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
2025
Q1
$632K Buy
2024
Q4
$599K Buy
2024
Q3
$517K Buy
2024
Q2
$447K Sell
2024
Q1
$600K Sell
2023
Q4
$623K Buy
2023
Q3
$490K Sell
2023
Q2
$552K Buy
2023
Q1
$483K Buy