Coordinated Financial Services’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
$1.03M Buy
14,004
+686
+5% +$50.5K 0.71% 42
2025
Q1
$978K Buy
13,318
+3,088
+30% +$227K 0.75% 41
2024
Q4
$736K Buy
+10,230
New +$736K 0.57% 52
2024
Q2
$1.83M Sell
25,342
-9,318
-27% -$671K 1.56% 11
2024
Q1
$2.52M Buy
+34,660
New +$2.52M 2.2% 7