Copperleaf Capital’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 | $667K | Sell |
9,061
-1,010
| -10% | -$74.4K | 0.34% | 72 |
|
|
2025
Q1 | $740K | Buy |
10,071
+4,379
| +77% | +$322K | 0.44% | 63 |
|
|
2024
Q4 | $409K | Buy |
5,692
+1,470
| +35% | +$106K | 0.26% | 70 |
|
|
2024
Q3 | $317K | Buy |
+4,222
| New | +$317K | 0.24% | 79 |
|
|
2023
Q4 | – | Sell |
-3,113
| Closed | -$217K | – | 80 |
|
|
2023
Q3 | $217K | Buy |
+3,113
| New | +$217K | 0.23% | 74 |
|
|
2023
Q1 | – | Sell |
-3,885
| Closed | -$279K | – | 74 |
|
|
2022
Q4 | $279K | Buy |
+3,885
| New | +$279K | 0.32% | 55 |
|