Capital Advisors Ltd’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
2025 Q2	$13K	Hold	180	–	–	﹤0.01%	718
2025 Q1	$13K	Hold	180	–	–	﹤0.01%	704
2024 Q4	$13K	Sell	180 -35	-16%	-$2.53K	﹤0.01%	713
2024 Q3	$16K	Hold	215	–	–	﹤0.01%	647
2024 Q2	$15K	Hold	215	–	–	﹤0.01%	645
2024 Q1	$16K	Hold	215	–	–	﹤0.01%	621
2023 Q4	$16K	Buy	215 +35	+19%	+$2.61K	﹤0.01%	594
2023 Q3	$13K	Hold	180	–	–	﹤0.01%	630
2023 Q2	$13K	Hold	180	–	–	﹤0.01%	640
2023 Q1	$13K	Hold	180	–	–	﹤0.01%	512
2022 Q4	$13K	Hold	180	–	–	﹤0.01%	510
2022 Q3	$13K	Hold	180	–	–	﹤0.01%	496
2022 Q2	$14K	Hold	180	–	–	﹤0.01%	465
2022 Q1	$14K	Hold	180	–	–	﹤0.01%	474
2021 Q4	$15K	Hold	180	–	–	﹤0.01%	460
2021 Q3	$15K	Hold	180	–	–	﹤0.01%	398
2021 Q2	$15K	Sell	180 -120	-40%	-$10K	﹤0.01%	386
2021 Q1	$25K	Hold	300	–	–	﹤0.01%	338
2020 Q4	$26K	Hold	300	–	–	0.01%	319
2020 Q3	$26K	Hold	300	–	–	0.01%	319
2020 Q2	$27K	Sell	300 -1	-0.3%	-$90	0.01%	309
2020 Q1	$26K	Buy	301 +1	+0.3%	+$86	0.01%	297
2019 Q4	$25K	Buy	+300	New	+$25K	0.01%	291
2019 Q3	–	Sell	-2,145	Closed	-$178K	–	406
2019 Q2	$178K	Buy	+2,145	New	+$178K	0.05%	153
2018 Q4	–	Sell	-4,098	Closed	-$323K	–	443
2018 Q3	$323K	Buy	+4,098	New	+$323K	0.09%	111
2017 Q3	–	Sell	-2,501	Closed	-$205K	–	397
2017 Q2	$205K	Sell	2,501 -799	-24%	-$65.5K	0.08%	113
2017 Q1	$268K	Sell	3,300 -2,236	-40%	-$182K	0.1%	97
2016 Q4	$447K	Buy	+5,536	New	+$447K	0.18%	73