Conrad Siegel Investment Advisors’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 | $824K | Buy |
11,184
+381
| +4% | +$28.1K | 0.18% | 30 |
|
|
2025
Q1 | $793K | Sell |
10,803
-222
| -2% | -$16.3K | 0.2% | 32 |
|
|
2024
Q4 | $793K | Buy |
11,025
+395
| +4% | +$28.4K | 0.21% | 27 |
|
|
2024
Q3 | $798K | Buy |
10,630
+1,767
| +20% | +$133K | 0.22% | 27 |
|
|
2024
Q2 | $639K | Buy |
8,863
+886
| +11% | +$63.8K | 0.19% | 28 |
|
|
2024
Q1 | $579K | Sell |
7,977
-2,077
| -21% | -$151K | 0.17% | 28 |
|
|
2023
Q4 | $739K | Buy |
10,054
+5,882
| +141% | +$433K | 0.34% | 19 |
|
|
2023
Q3 | $291K | Buy |
+4,172
| New | +$291K | 0.15% | 24 |
|
|
2022
Q3 | – | Sell |
-6,522
| Closed | -$491K | – | 24 |
|
|
2022
Q2 | $491K | Buy |
6,522
+5,651
| +649% | +$425K | 0.53% | 21 |
|
|
2022
Q1 | $69K | Sell |
871
-10,604
| -92% | -$840K | 0.06% | 27 |
|
|
2021
Q4 | $973K | Buy |
+11,475
| New | +$973K | 0.84% | 17 |
|