CFP
Curran Financial Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Sell |
125,106
-76,781
| -38% | -$5.65M | 2.04% | 15 |
|
|
2025
Q1 | $14.8M | Buy |
201,887
+78,680
| +64% | +$5.78M | 3.64% | 10 |
|
|
2024
Q4 | $8.86M | Buy |
123,207
+38,224
| +45% | +$2.75M | 2.33% | 14 |
|
|
2024
Q3 | $6.38M | Buy |
84,983
+6,488
| +8% | +$487K | 1.81% | 15 |
|
|
2024
Q2 | $5.66M | Buy |
78,495
+1,587
| +2% | +$114K | 1.89% | 15 |
|
|
2024
Q1 | $5.59M | Buy |
76,908
+2,773
| +4% | +$201K | 1.94% | 16 |
|
|
2023
Q4 | $5.37M | Sell |
74,135
-43,923
| -37% | -$3.18M | 2.06% | 14 |
|
|
2023
Q3 | $8.24M | Buy |
118,058
+53,707
| +83% | +$3.75M | 3.59% | 9 |
|
|
2023
Q2 | $4.68M | Sell |
64,351
-27,483
| -30% | -$2M | 2.03% | 16 |
|
|
2023
Q1 | $6.78M | Sell |
91,834
-3,656
| -4% | -$270K | 3.22% | 10 |
|
|
2022
Q4 | $6.86M | Sell |
95,490
-95,719
| -50% | -$6.88M | 3.31% | 9 |
|
|
2022
Q3 | $13.6M | Sell |
191,209
-28,257
| -13% | -$2.02M | 6.92% | 3 |
|
|
2022
Q2 | $16.5M | Buy |
219,466
+84,116
| +62% | +$6.33M | 7.8% | 3 |
|
|
2022
Q1 | $10.8M | Sell |
135,350
-47,870
| -26% | -$3.81M | 4.42% | 6 |
|
|
2021
Q4 | $15.5M | Buy |
183,220
+54,954
| +43% | +$4.66M | 6.59% | 4 |
|
|
2021
Q3 | $11M | Buy |
128,266
+17,712
| +16% | +$1.51M | 5.6% | 6 |
|
|
2021
Q2 | $9.5M | Sell |
110,554
-23,472
| -18% | -$2.02M | 5.22% | 6 |
|
|
2021
Q1 | $11.4M | Buy |
134,026
+62,677
| +88% | +$5.31M | 8.16% | 2 |
|
|
2020
Q4 | $6.29M | Buy |
+71,349
| New | +$6.29M | 5.39% | 6 |
|