Cascade Investment 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 | $1.31M | Buy |
17,835
+698
| +4% | +$51.4K | 0.92% | 30 |
|
|
2025
Q1 | $1.26M | Buy |
17,137
+930
| +6% | +$68.3K | 0.97% | 29 |
|
|
2024
Q4 | $1.17M | Buy |
16,207
+1,214
| +8% | +$87.3K | 0.83% | 34 |
|
|
2024
Q3 | $1.13M | Buy |
14,993
+3,564
| +31% | +$268K | 0.83% | 34 |
|
|
2024
Q2 | $823K | Sell |
11,429
-509
| -4% | -$36.7K | 0.64% | 42 |
|
|
2024
Q1 | $867K | Buy |
11,938
+6,155
| +106% | +$447K | 0.65% | 41 |
|
|
2023
Q4 | $425K | Buy |
5,783
+401
| +7% | +$29.5K | 0.34% | 72 |
|
|
2023
Q3 | $376K | Buy |
5,382
+488
| +10% | +$34.1K | 0.35% | 72 |
|
|
2023
Q2 | $356K | Buy |
4,894
+3
| +0.1% | +$218 | 0.33% | 78 |
|
|
2023
Q1 | $361K | Buy |
4,891
+565
| +13% | +$41.7K | 0.36% | 77 |
|
|
2022
Q4 | $311K | Buy |
+4,326
| New | +$311K | 0.32% | 85 |
|