Clear Creek Financial Management’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 | $760K | Sell |
10,319
-2,326
| -18% | -$171K | 0.07% | 275 |
|
2025
Q1 | $929K | Sell |
12,645
-7,385
| -37% | -$542K | 0.1% | 202 |
|
2024
Q4 | $1.44M | Sell |
20,030
-2,142
| -10% | -$154K | 0.16% | 131 |
|
2024
Q3 | $1.67M | Buy |
22,172
+1,653
| +8% | +$124K | 0.19% | 108 |
|
2024
Q2 | $1.48M | Sell |
20,519
-11,483
| -36% | -$827K | 0.18% | 112 |
|
2024
Q1 | $2.32M | Sell |
32,002
-1,126
| -3% | -$81.8K | 0.3% | 75 |
|
2023
Q4 | $2.44M | Sell |
33,128
-43,475
| -57% | -$3.2M | 0.39% | 55 |
|
2023
Q3 | $5.35M | Buy |
76,603
+2,662
| +4% | +$186K | 0.94% | 19 |
|
2023
Q2 | $5.37M | Buy |
73,941
+7,576
| +11% | +$551K | 0.93% | 26 |
|
2023
Q1 | $4.9M | Buy |
66,365
+17,920
| +37% | +$1.32M | 0.93% | 22 |
|
2022
Q4 | $3.48M | Sell |
48,445
-17,623
| -27% | -$1.27M | 0.76% | 33 |
|
2022
Q3 | $4.71M | Buy |
66,068
+47,533
| +256% | +$3.39M | 1.04% | 21 |
|
2022
Q2 | $1.4M | Sell |
18,535
-2,495
| -12% | -$188K | 0.29% | 71 |
|
2022
Q1 | $1.67M | Sell |
21,030
-5,413
| -20% | -$431K | 0.26% | 92 |
|
2021
Q4 | $2.24M | Sell |
26,443
-5,167
| -16% | -$438K | 0.34% | 72 |
|
2021
Q3 | $2.7M | Sell |
31,610
-58
| -0.2% | -$4.96K | 0.43% | 64 |
|
2021
Q2 | $2.72M | Buy |
+31,668
| New | +$2.72M | 0.42% | 72 |
|
2021
Q1 | – | Sell |
-15,953
| Closed | -$1.41M | – | 72 |
|
2020
Q4 | $1.41M | Buy |
+15,953
| New | +$1.41M | 0.27% | 77 |
|
2020
Q3 | – | Sell |
-12,206
| Closed | -$1.08M | – | 103 |
|
2020
Q2 | $1.08M | Buy |
12,206
+7,047
| +137% | +$622K | 0.28% | 59 |
|
2020
Q1 | $452K | Sell |
5,159
-92
| -2% | -$8.06K | 0.17% | 85 |
|
2019
Q4 | $442K | Sell |
5,251
-50
| -0.9% | -$4.21K | 0.17% | 70 |
|
2019
Q3 | $444K | Sell |
5,301
-42
| -0.8% | -$3.52K | 0.22% | 63 |
|
2019
Q2 | $443K | Buy |
+5,343
| New | +$443K | 0.19% | 69 |
|