Capital Planning Advisors’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 | $1.19M | Sell |
16,125
-876
| -5% | -$64.5K | 0.17% | 70 |
|
|
2025
Q1 | $1.25M | Sell |
17,001
-178
| -1% | -$13.1K | 0.19% | 69 |
|
|
2024
Q4 | $1.24M | Buy |
17,179
+712
| +4% | +$51.2K | 0.19% | 73 |
|
|
2024
Q3 | $1.24M | Sell |
16,467
-952
| -5% | -$71.5K | 0.19% | 68 |
|
|
2024
Q2 | $1.26M | Buy |
17,419
+5,477
| +46% | +$395K | 0.21% | 68 |
|
|
2024
Q1 | $867K | Buy |
11,942
+1,444
| +14% | +$105K | 0.15% | 77 |
|
|
2023
Q4 | $772K | Buy |
+10,498
| New | +$772K | 0.15% | 77 |
|