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