Certified Advisory Corp’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 | $469K | Sell |
6,365
-65
| -1% | -$4.79K | 0.05% | 207 |
|
|
2025
Q1 | $472K | Sell |
6,430
-2,427
| -27% | -$178K | 0.05% | 195 |
|
|
2024
Q4 | $637K | Sell |
8,857
-1,331
| -13% | -$95.7K | 0.07% | 171 |
|
|
2024
Q3 | $765K | Buy |
10,188
+1,968
| +24% | +$148K | 0.08% | 161 |
|
|
2024
Q2 | $592K | Sell |
8,220
-375
| -4% | -$27K | 0.07% | 173 |
|
|
2024
Q1 | $624K | Buy |
8,595
+459
| +6% | +$33.3K | 0.09% | 163 |
|
|
2023
Q4 | $598K | Sell |
8,136
-1,391
| -15% | -$102K | 0.09% | 162 |
|
|
2023
Q3 | $665K | Sell |
9,527
-4,291
| -31% | -$299K | 0.12% | 141 |
|
|
2023
Q2 | $1M | Sell |
13,818
-6,092
| -31% | -$443K | 0.18% | 109 |
|
|
2023
Q1 | $1.47M | Sell |
19,910
-3,428
| -15% | -$253K | 0.26% | 98 |
|
|
2022
Q4 | $1.68M | Sell |
23,338
-5,542
| -19% | -$398K | 0.33% | 86 |
|
|
2022
Q3 | $2.06M | Sell |
28,880
-5,165
| -15% | -$368K | 0.47% | 59 |
|
|
2022
Q2 | $2.56M | Sell |
34,045
-12,328
| -27% | -$928K | 0.57% | 50 |
|
|
2022
Q1 | $3.69M | Sell |
46,373
-2,092
| -4% | -$166K | 0.78% | 32 |
|
|
2021
Q4 | $4.11M | Sell |
48,465
-4,515
| -9% | -$383K | 0.91% | 27 |
|
|
2021
Q3 | $4.53M | Sell |
52,980
-3,583
| -6% | -$306K | 1.1% | 23 |
|
|
2021
Q2 | $4.86M | Sell |
56,563
-5,052
| -8% | -$434K | 1.22% | 18 |
|
|
2021
Q1 | $5.22M | Buy |
+61,615
| New | +$5.22M | 1.35% | 14 |
|
|
2020
Q2 | $2.26M | Buy |
25,564
+15,142
| +145% | +$1.34M | 0.75% | 30 |
|
|
2020
Q1 | $890K | Buy |
10,422
+2,004
| +24% | +$171K | 0.35% | 69 |
|
|
2019
Q4 | $706K | Buy |
8,418
+3,226
| +62% | +$271K | 0.23% | 100 |
|
|
2019
Q3 | $438K | Buy |
5,192
+2,266
| +77% | +$191K | 0.15% | 119 |
|
|
2019
Q2 | $243K | Buy |
2,926
+861
| +42% | +$71.5K | 0.09% | 159 |
|
|
2019
Q1 | $168K | Hold |
2,065
| – | – | 0.07% | 174 |
|
|
2018
Q4 | $164K | Buy |
2,065
+600
| +41% | +$47.7K | 0.09% | 160 |
|
|
2018
Q3 | $115K | Sell |
1,465
-62
| -4% | -$4.87K | 0.05% | 197 |
|
|
2018
Q2 | $121K | Buy |
1,527
+1,250
| +451% | +$99.1K | 0.07% | 183 |
|
|
2018
Q1 | $22K | Sell |
277
-245
| -47% | -$19.5K | 0.01% | 386 |
|
|
2017
Q4 | $42K | Buy |
+522
| New | +$42K | 0.03% | 257 |
|