Diversified Portfolios Inc’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 | $1.25M | Sell |
17,010
-508
| -3% | -$37.4K | 0.12% | 79 |
|
|
2025
Q1 | $1.29M | Sell |
17,518
-20,700
| -54% | -$1.52M | 0.14% | 74 |
|
|
2024
Q4 | $2.75M | Sell |
38,218
-8,025
| -17% | -$577K | 0.3% | 55 |
|
|
2024
Q3 | $3.47M | Sell |
46,243
-11,062
| -19% | -$831K | 0.39% | 47 |
|
|
2024
Q2 | $4.13M | Sell |
57,305
-10,230
| -15% | -$737K | 0.54% | 37 |
|
|
2024
Q1 | $4.91M | Sell |
67,535
-5,184
| -7% | -$377K | 0.69% | 32 |
|
|
2023
Q4 | $5.35M | Sell |
72,719
-2,543
| -3% | -$187K | 0.84% | 28 |
|
|
2023
Q3 | $5.25M | Sell |
75,262
-22,957
| -23% | -$1.6M | 0.99% | 22 |
|
|
2023
Q2 | $7.14M | Sell |
98,219
-2,361
| -2% | -$172K | 1.43% | 17 |
|
|
2023
Q1 | $7.43M | Buy |
100,580
+5,320
| +6% | +$393K | 1.65% | 17 |
|
|
2022
Q4 | $6.84M | Buy |
95,260
+9,655
| +11% | +$694K | 1.57% | 16 |
|
|
2022
Q3 | $6.11M | Sell |
85,605
-9,694
| -10% | -$691K | 1.64% | 14 |
|
|
2022
Q2 | $7.17M | Buy |
95,299
+38,077
| +67% | +$2.87M | 2% | 8 |
|
|
2022
Q1 | $4.55M | Sell |
57,222
-12,799
| -18% | -$1.02M | 1.09% | 19 |
|
|
2021
Q4 | $5.93M | Buy |
70,021
+29,092
| +71% | +$2.47M | 1.43% | 13 |
|
|
2021
Q3 | $3.5M | Buy |
+40,929
| New | +$3.5M | 0.97% | 19 |
|
|
2021
Q2 | – | Sell |
-32,826
| Closed | -$2.78M | – | 109 |
|
|
2021
Q1 | $2.78M | Buy |
32,826
+5,677
| +21% | +$481K | 0.91% | 19 |
|
|
2020
Q4 | $2.39M | Buy |
27,149
+237
| +0.9% | +$20.9K | 0.86% | 19 |
|
|
2020
Q3 | $2.37M | Sell |
26,912
-271
| -1% | -$23.9K | 1.03% | 18 |
|
|
2020
Q2 | $2.4M | Buy |
27,183
+11,440
| +73% | +$1.01M | 1.15% | 16 |
|
|
2020
Q1 | $1.34M | Buy |
15,743
+12,691
| +416% | +$1.08M | 0.75% | 20 |
|
|
2019
Q4 | $256K | Buy |
+3,052
| New | +$256K | 0.12% | 52 |
|