Disciplined Investments’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 | – | Sell |
-3,939
| Closed | -$289K | – | 125 |
|
2025
Q1 | $289K | Hold |
3,939
| – | – | 0.13% | 104 |
|
2024
Q4 | $283K | Buy |
+3,939
| New | +$283K | 0.14% | 106 |
|
2023
Q3 | – | Sell |
-537
| Closed | -$39K | – | 287 |
|
2023
Q2 | $39K | Sell |
537
-222
| -29% | -$16.1K | 0.02% | 219 |
|
2023
Q1 | $56K | Sell |
759
-77
| -9% | -$5.68K | 0.02% | 211 |
|
2022
Q4 | $60K | Sell |
836
-703
| -46% | -$50.5K | 0.03% | 187 |
|
2022
Q3 | $110K | Sell |
1,539
-408
| -21% | -$29.2K | 0.05% | 152 |
|
2022
Q2 | $147K | Sell |
1,947
-73
| -4% | -$5.51K | 0.07% | 137 |
|
2022
Q1 | $161K | Sell |
2,020
-243
| -11% | -$19.4K | 0.07% | 133 |
|
2021
Q4 | $192K | Sell |
2,263
-43
| -2% | -$3.65K | 0.08% | 114 |
|
2021
Q3 | $197K | Buy |
2,306
+141
| +7% | +$12K | 0.1% | 111 |
|
2021
Q2 | $186K | Sell |
2,165
-173
| -7% | -$14.9K | 0.1% | 114 |
|
2021
Q1 | $198K | Sell |
2,338
-21
| -0.9% | -$1.78K | 0.12% | 108 |
|
2020
Q4 | $208K | Sell |
2,359
-8,290
| -78% | -$731K | 0.14% | 86 |
|
2020
Q3 | $940K | Sell |
10,649
-5,088
| -32% | -$449K | 0.69% | 43 |
|
2020
Q2 | $1.39M | Buy |
15,737
+84
| +0.5% | +$7.42K | 1.08% | 27 |
|
2020
Q1 | $1.34M | Buy |
15,653
+11,734
| +299% | +$1M | 1.27% | 22 |
|
2019
Q4 | $329K | Buy |
+3,919
| New | +$329K | 0.28% | 69 |
|