Cooper 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 |
-6,708
| Closed | -$493K | – | 379 |
|
|
2025
Q1 | $493K | Buy |
6,708
+2,263
| +51% | +$166K | 0.06% | 242 |
|
|
2024
Q4 | $320K | Buy |
+4,445
| New | +$320K | 0.04% | 302 |
|
|
2024
Q2 | – | Sell |
-7,062
| Closed | -$513K | – | 376 |
|
|
2024
Q1 | $513K | Buy |
+7,062
| New | +$513K | 0.08% | 207 |
|
|
2021
Q1 | – | Sell |
-20,179
| Closed | -$1.78M | – | 252 |
|
|
2020
Q4 | $1.78M | Buy |
+20,179
| New | +$1.78M | 0.36% | 46 |
|