Carr Financial Group’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 | $24.9M | Buy |
337,903
+12,912
| +4% | +$951K | 7.34% | 1 |
|
|
2025
Q1 | $23.9M | Buy |
324,991
+16,442
| +5% | +$1.21M | 7.82% | 1 |
|
|
2024
Q4 | $22.2M | Sell |
308,549
-94,870
| -24% | -$6.82M | 6.88% | 3 |
|
|
2024
Q3 | $30.3M | Buy |
403,419
+16,449
| +4% | +$1.24M | 8.88% | 1 |
|
|
2024
Q2 | $27.9M | Buy |
386,970
+95,243
| +33% | +$6.86M | 8.87% | 1 |
|
|
2024
Q1 | $21.2M | Sell |
291,727
-44,893
| -13% | -$3.26M | 7.05% | 1 |
|
|
2023
Q4 | $24.8M | Buy |
336,620
+4,912
| +1% | +$361K | 9.16% | 1 |
|
|
2023
Q3 | $23.2M | Buy |
331,708
+55,062
| +20% | +$3.84M | 9.16% | 1 |
|
|
2023
Q2 | $20.1M | Buy |
276,646
+21,805
| +9% | +$1.59M | 8.03% | 1 |
|
|
2023
Q1 | $18.8M | Buy |
254,841
+123,742
| +94% | +$9.14M | 8.29% | 1 |
|
|
2022
Q4 | $9.42M | Buy |
+131,099
| New | +$9.42M | 4.96% | 3 |
|