CA
Cumberland Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
20,085
+1,080
| +6% | +$79.5K | 0.62% | 32 |
|
|
2025
Q1 | $1.4M | Buy |
19,005
+5,930
| +45% | +$436K | 0.63% | 32 |
|
|
2024
Q4 | $940K | Buy |
13,075
+455
| +4% | +$32.7K | 0.38% | 33 |
|
|
2024
Q3 | $948K | Buy |
12,620
+1,890
| +18% | +$142K | 0.38% | 34 |
|
|
2024
Q2 | $773K | Buy |
10,730
+6,005
| +127% | +$433K | 0.32% | 38 |
|
|
2024
Q1 | $343K | Buy |
4,725
+401
| +9% | +$29.1K | 0.13% | 48 |
|
|
2023
Q4 | $318K | Buy |
4,324
+775
| +22% | +$57K | 0.14% | 45 |
|
|
2023
Q3 | $248K | Buy |
+3,549
| New | +$248K | 0.11% | 50 |
|
|
2021
Q4 | – | Sell |
-2,520
| Closed | -$215K | – | 63 |
|
|
2021
Q3 | $215K | Buy |
+2,520
| New | +$215K | 0.05% | 60 |
|