Crewe Advisors’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 | $39.6M | Buy |
+537,186
| New | +$39.6M | 5.6% | 4 |
|
|
2024
Q4 | – | Sell |
-467,463
| Closed | -$35.1M | – | 665 |
|
|
2024
Q3 | $35.1M | Buy |
467,463
+44,198
| +10% | +$3.32M | 4.07% | 6 |
|
|
2024
Q2 | $30.5M | Buy |
423,265
+41,574
| +11% | +$3M | 3.42% | 6 |
|
|
2024
Q1 | $27.7M | Buy |
381,691
+19,680
| +5% | +$1.43M | 3.23% | 7 |
|
|
2023
Q4 | $26.6M | Buy |
362,011
+31,911
| +10% | +$2.35M | 4.21% | 7 |
|
|
2023
Q3 | $23M | Buy |
330,100
+21,095
| +7% | +$1.47M | 3.98% | 9 |
|
|
2023
Q2 | $22.5M | Buy |
309,005
+123,575
| +67% | +$8.98M | 3.15% | 10 |
|
|
2023
Q1 | $13.7M | Buy |
185,430
+162,356
| +704% | +$12M | 2% | 16 |
|
|
2022
Q4 | $1.66M | Buy |
23,074
+22,151
| +2,400% | +$1.59M | 0.26% | 43 |
|
|
2022
Q3 | $66K | Hold |
923
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $69K | Buy |
923
+5
| +0.5% | +$374 | 0.02% | 254 |
|
|
2022
Q1 | $73K | Buy |
918
+269
| +41% | +$21.4K | 0.01% | 199 |
|
|
2021
Q4 | $55K | Buy |
+649
| New | +$55K | 0.01% | 179 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$6K | – | 223 |
|
|
2019
Q2 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 233 |
|