Cornerstone Planning 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 | $1.39K | Sell |
19
-2,051
| -99% | -$150K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $150K | Buy |
2,070
+2,051
| +10,795% | +$149K | 0.04% | 106 |
|
|
2024
Q4 | $1.34K | Sell |
19
-1,428
| -99% | -$101K | ﹤0.01% | 896 |
|
|
2024
Q3 | $106K | Buy |
1,447
+342
| +31% | +$25K | 0.03% | 109 |
|
|
2024
Q2 | $82.1K | Sell |
1,105
-339
| -23% | -$25.2K | 0.02% | 149 |
|
|
2024
Q1 | $103K | Sell |
1,444
-2,428
| -63% | -$173K | 0.03% | 118 |
|
|
2023
Q4 | $285K | Sell |
3,872
-1,858
| -32% | -$137K | 0.09% | 66 |
|
|
2023
Q3 | $400K | Sell |
5,730
-2,926
| -34% | -$204K | 0.15% | 55 |
|
|
2023
Q2 | $629K | Buy |
+8,656
| New | +$629K | 0.25% | 44 |
|
|
2022
Q4 | $3.9M | Buy |
+52,399
| New | +$3.9M | 1.63% | 16 |
|