Capital Insight Partners’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 | $1.7M | Sell |
23,152
-164
| -0.7% | -$12.1K | 0.3% | 76 |
|
|
2025
Q1 | $1.71M | Buy |
23,316
+628
| +3% | +$46.1K | 0.3% | 75 |
|
|
2024
Q4 | $1.63M | Sell |
22,688
-265
| -1% | -$19.1K | 0.28% | 79 |
|
|
2024
Q3 | $1.72M | Sell |
22,953
-957
| -4% | -$71.9K | 0.3% | 75 |
|
|
2024
Q2 | $1.72M | Sell |
23,910
-1,449
| -6% | -$104K | 0.33% | 75 |
|
|
2024
Q1 | $1.84M | Sell |
25,359
-841
| -3% | -$61.1K | 0.34% | 72 |
|
|
2023
Q4 | $1.93M | Sell |
26,200
-109
| -0.4% | -$8.02K | 0.39% | 72 |
|
|
2023
Q3 | $1.84M | Sell |
26,309
-220
| -0.8% | -$15.4K | 0.42% | 72 |
|
|
2023
Q2 | $1.93M | Sell |
26,529
-970
| -4% | -$70.5K | 0.43% | 70 |
|
|
2023
Q1 | $2.03M | Sell |
27,499
-1,179
| -4% | -$87K | 0.48% | 70 |
|
|
2022
Q4 | $2.06M | Sell |
28,678
-85
| -0.3% | -$6.11K | 0.53% | 61 |
|
|
2022
Q3 | $2.05M | Sell |
28,763
-17,266
| -38% | -$1.23M | 0.55% | 62 |
|
|
2022
Q2 | $3.46M | Sell |
46,029
-11,207
| -20% | -$843K | 0.81% | 39 |
|
|
2022
Q1 | $4.55M | Sell |
57,236
-8,223
| -13% | -$654K | 0.93% | 30 |
|
|
2021
Q4 | $5.55M | Sell |
65,459
-16,306
| -20% | -$1.38M | 1.13% | 18 |
|
|
2021
Q3 | $6.99M | Sell |
81,765
-13,160
| -14% | -$1.12M | 1.52% | 12 |
|
|
2021
Q2 | $8.15M | Buy |
94,925
+1,703
| +2% | +$146K | 1.84% | 9 |
|
|
2021
Q1 | $7.9M | Buy |
93,222
+5,161
| +6% | +$437K | 1.92% | 9 |
|
|
2020
Q4 | $7.77M | Buy |
88,061
+6,426
| +8% | +$567K | 1.95% | 10 |
|
|
2020
Q3 | $7.2M | Buy |
81,635
+21,084
| +35% | +$1.86M | 2.02% | 8 |
|
|
2020
Q2 | $5.35M | Buy |
+60,551
| New | +$5.35M | 1.69% | 11 |
|