Capital Planning’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 | $284K | Sell |
3,857
-5
| -0.1% | -$368 | 0.09% | 61 |
|
|
2025
Q1 | $284K | Sell |
3,862
-115,232
| -97% | -$8.46M | 0.08% | 83 |
|
|
2024
Q4 | $8.56M | Buy |
+119,094
| New | +$8.56M | 2.25% | 15 |
|
|
2022
Q4 | – | Sell |
-4,437
| Closed | -$316K | – | 78 |
|
|
2022
Q3 | $316K | Sell |
4,437
-81,247
| -95% | -$5.79M | 0.18% | 50 |
|
|
2022
Q2 | $6.45M | Buy |
85,684
+50,598
| +144% | +$3.81M | 3.48% | 11 |
|
|
2022
Q1 | $2.79M | Sell |
35,086
-5,870
| -14% | -$467K | 1.09% | 24 |
|
|
2021
Q4 | $3.47M | Buy |
40,956
+7,185
| +21% | +$609K | 1.29% | 25 |
|
|
2021
Q3 | $2.89M | Buy |
33,771
+1,156
| +4% | +$98.8K | 1.18% | 24 |
|
|
2021
Q2 | $2.8M | Buy |
32,615
+5,284
| +19% | +$454K | 1.19% | 24 |
|
|
2021
Q1 | $2.32M | Sell |
27,331
-3,620
| -12% | -$307K | 1.02% | 28 |
|
|
2020
Q4 | $2.73M | Buy |
+30,951
| New | +$2.73M | 1.28% | 25 |
|