Cumberland Partners’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 | $1.37M | Hold |
18,640
| – | – | 0.1% | 119 |
|
|
2025
Q1 | $1.37M | Sell |
18,640
-3,580
| -16% | -$263K | 0.11% | 118 |
|
|
2024
Q4 | $1.6M | Hold |
22,220
| – | – | 0.11% | 114 |
|
|
2024
Q3 | $1.67M | Sell |
22,220
-295
| -1% | -$22.2K | 0.12% | 107 |
|
|
2024
Q2 | $1.62M | Hold |
22,515
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $1.64M | Sell |
22,515
-1,650
| -7% | -$120K | 0.12% | 99 |
|
|
2023
Q4 | $1.69M | Hold |
24,165
| – | – | 0.15% | 99 |
|
|
2023
Q3 | $1.69M | Sell |
24,165
-575
| -2% | -$40.1K | 0.16% | 95 |
|
|
2023
Q2 | $1.8M | Sell |
24,740
-1,800
| -7% | -$131K | 0.17% | 95 |
|
|
2023
Q1 | $1.96M | Sell |
26,540
-50
| -0.2% | -$3.69K | 0.19% | 84 |
|
|
2022
Q4 | $1.91M | Buy |
26,590
+8,070
| +44% | +$580K | 0.2% | 82 |
|
|
2022
Q3 | $1.32M | Buy |
18,520
+4,840
| +35% | +$345K | 0.14% | 90 |
|
|
2022
Q2 | $1.03M | Sell |
13,680
-10,625
| -44% | -$800K | 0.1% | 103 |
|
|
2022
Q1 | $1.93M | Sell |
24,305
-1,500
| -6% | -$119K | 0.15% | 95 |
|
|
2021
Q4 | $2.19M | Buy |
25,805
+22,000
| +578% | +$1.86M | 0.15% | 96 |
|
|
2021
Q3 | $325K | Buy |
3,805
+1,400
| +58% | +$120K | 0.03% | 175 |
|
|
2021
Q2 | $207K | Buy |
+2,405
| New | +$207K | 0.02% | 173 |
|