Crestwood Advisors 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 | $973K | Buy |
13,209
+118
| +0.9% | +$8.69K | 0.02% | 283 |
|
|
2025
Q1 | $962K | Buy |
13,091
+3,260
| +33% | +$239K | 0.02% | 276 |
|
|
2024
Q4 | $707K | Buy |
9,831
+3,511
| +56% | +$252K | 0.01% | 269 |
|
|
2024
Q3 | $475K | Buy |
6,320
+2,045
| +48% | +$154K | 0.01% | 296 |
|
|
2024
Q2 | $308K | Sell |
4,275
-4,461
| -51% | -$321K | 0.01% | 345 |
|
|
2024
Q1 | $634K | Buy |
8,736
+395
| +5% | +$28.7K | 0.01% | 250 |
|
|
2023
Q4 | $613K | Buy |
+8,341
| New | +$613K | 0.01% | 244 |
|
|
2023
Q2 | – | Sell |
-3,692
| Closed | -$273K | – | 255 |
|
|
2023
Q1 | $273K | Buy |
3,692
+57
| +2% | +$4.21K | 0.01% | 228 |
|
|
2022
Q4 | $261K | Sell |
3,635
-183
| -5% | -$13.1K | 0.01% | 232 |
|
|
2022
Q3 | $272K | Buy |
+3,818
| New | +$272K | 0.01% | 224 |
|