Clayton 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 | – | Sell |
-10,170
| Closed | -$747K | – | 38 |
|
|
2025
Q1 | $747K | Buy |
10,170
+1,924
| +23% | +$141K | 0.27% | 55 |
|
|
2024
Q4 | $593K | Buy |
8,246
+1,639
| +25% | +$118K | 0.21% | 63 |
|
|
2024
Q3 | $496K | Buy |
6,607
+3,845
| +139% | +$289K | 0.19% | 66 |
|
|
2024
Q2 | $201K | Hold |
2,762
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $201K | Buy |
+2,762
| New | +$201K | 0.09% | 103 |
|