CAS
Coppell Advisory Solutions’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
231,749
+39,668
| +21% | +$2.91M | 2.02% | 9 |
|
|
2025
Q1 | $14.1M | Buy |
192,081
+138,593
| +259% | +$10.2M | 1.96% | 8 |
|
|
2024
Q4 | $3.85M | Buy |
53,488
+18,148
| +51% | +$1.31M | 0.54% | 32 |
|
|
2024
Q3 | $2.66M | Buy |
35,340
+2,531
| +8% | +$191K | 0.39% | 56 |
|
|
2024
Q2 | $2.36M | Buy |
+32,809
| New | +$2.36M | 0.39% | 55 |
|
|
2023
Q4 | $216K | Buy |
2,939
+1,908
| +185% | +$140K | 0.04% | 257 |
|
|
2023
Q3 | $74.1K | Sell |
1,031
-1,394
| -57% | -$100K | 0.03% | 252 |
|
|
2023
Q2 | $176K | Buy |
+2,425
| New | +$176K | 0.05% | 199 |
|
|
2023
Q1 | – | Sell |
-1,031
| Closed | -$74.1K | – | 298 |
|
|
2022
Q4 | $74.1K | Buy |
+1,031
| New | +$74.1K | 0.03% | 256 |
|