Catalyst Financial 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 | $1.01M | Hold |
13,735
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $1.01M | Buy |
13,735
+150
| +1% | +$11K | 0.19% | 62 |
|
|
2024
Q4 | $977K | Sell |
13,585
-4,299
| -24% | -$309K | 0.18% | 65 |
|
|
2024
Q3 | $1.34M | Sell |
17,884
-4,579
| -20% | -$344K | 0.26% | 50 |
|
|
2024
Q2 | $1.62M | Sell |
22,463
-11,272
| -33% | -$812K | 0.36% | 39 |
|
|
2024
Q1 | $2.39M | Sell |
33,735
-38,175
| -53% | -$2.71M | 0.62% | 25 |
|
|
2023
Q4 | $5.29M | Sell |
71,910
-4,495
| -6% | -$331K | 1.49% | 14 |
|
|
2023
Q3 | $5.33M | Sell |
76,405
-1,607
| -2% | -$112K | 1.72% | 13 |
|
|
2023
Q2 | $5.67M | Sell |
78,012
-492
| -0.6% | -$35.8K | 2.02% | 12 |
|
|
2023
Q1 | $5.8M | Buy |
78,504
+7,508
| +11% | +$554K | 2.48% | 10 |
|
|
2022
Q4 | $5.1M | Buy |
+70,996
| New | +$5.1M | 2.62% | 8 |
|