Coyle Financial Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,149
| Closed | -$220K | – | 70 |
|
|
2023
Q3 | $220K | Sell |
3,149
-256,020
| -99% | -$17.9M | 0.09% | 61 |
|
|
2023
Q2 | $18.8M | Sell |
259,169
-5,783
| -2% | -$420K | 8.47% | 3 |
|
|
2023
Q1 | $19.6M | Sell |
264,952
-8,306
| -3% | -$613K | 9% | 3 |
|
|
2022
Q4 | $19.6M | Buy |
273,258
+251,724
| +1,169% | +$18.1M | 9.45% | 3 |
|
|
2022
Q3 | $1.54M | Sell |
21,534
-618
| -3% | -$44.1K | 1.02% | 23 |
|
|
2022
Q2 | $1.67M | Buy |
22,152
+3,426
| +18% | +$258K | 0.91% | 25 |
|
|
2022
Q1 | $1.49M | Buy |
18,726
+247
| +1% | +$19.6K | 0.79% | 28 |
|
|
2021
Q4 | $1.57M | Buy |
18,479
+1,279
| +7% | +$108K | 0.92% | 26 |
|
|
2021
Q3 | $1.47M | Buy |
17,200
+352
| +2% | +$30.1K | 0.86% | 29 |
|
|
2021
Q2 | $1.45M | Buy |
16,848
+2,172
| +15% | +$187K | 0.87% | 30 |
|
|
2021
Q1 | $1.24M | Sell |
14,676
-2,317
| -14% | -$196K | 0.86% | 29 |
|
|
2020
Q4 | $1.5M | Buy |
16,993
+2,178
| +15% | +$192K | 1.1% | 28 |
|
|
2020
Q3 | $1.31M | Buy |
+14,815
| New | +$1.31M | 1.09% | 27 |
|
|
2020
Q1 | – | Sell |
-8,970
| Closed | -$752K | – | 49 |
|
|
2019
Q4 | $752K | Sell |
8,970
-172
| -2% | -$14.4K | 0.7% | 36 |
|
|
2019
Q3 | $772K | Sell |
9,142
-534
| -6% | -$45.1K | 0.78% | 35 |
|
|
2019
Q2 | $804K | Buy |
9,676
+1,447
| +18% | +$120K | 0.72% | 34 |
|
|
2019
Q1 | $668K | Sell |
8,229
-728
| -8% | -$59.1K | 0.65% | 32 |
|
|
2018
Q4 | $709K | Buy |
+8,957
| New | +$709K | 0.75% | 29 |
|
|
2018
Q3 | – | Sell |
-9,278
| Closed | -$735K | – | 65 |
|
|
2018
Q2 | $735K | Buy |
9,278
+91
| +1% | +$7.21K | 0.69% | 32 |
|
|
2018
Q1 | $734K | Buy |
+9,187
| New | +$734K | 0.76% | 30 |
|