EFS
Edelman Financial Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-708,843
| Closed | -$55.8M | – | 3 |
|
|
2018
Q3 | $55.8M | Buy |
708,843
+622
| +0.1% | +$49K | 0.51% | 17 |
|
|
2018
Q2 | $56.1M | Buy |
708,221
+4,574
| +0.7% | +$362K | 0.53% | 16 |
|
|
2018
Q1 | $56.2M | Sell |
703,647
-9,488
| -1% | -$758K | 0.56% | 17 |
|
|
2017
Q4 | $58.2M | Buy |
713,135
+30,802
| +5% | +$2.51M | 0.59% | 14 |
|
|
2017
Q3 | $55.9M | Buy |
682,333
+6,865
| +1% | +$563K | 0.6% | 14 |
|
|
2017
Q2 | $55.3M | Buy |
675,468
+900
| +0.1% | +$73.6K | 0.63% | 14 |
|
|
2017
Q1 | $54.7M | Sell |
674,568
-3,418
| -0.5% | -$277K | 0.64% | 14 |
|
|
2016
Q4 | $54.8M | Buy |
677,986
+66,069
| +11% | +$5.34M | 0.69% | 14 |
|
|
2016
Q3 | $51.5M | Buy |
611,917
+11,222
| +2% | +$944K | 0.67% | 14 |
|
|
2016
Q2 | $50.6M | Buy |
600,695
+17,514
| +3% | +$1.48M | 0.69% | 14 |
|
|
2016
Q1 | $48.3M | Sell |
583,181
-128,919
| -18% | -$10.7M | 0.7% | 14 |
|
|
2015
Q4 | $57.5M | Buy |
712,100
+153,283
| +27% | +$12.4M | 0.87% | 14 |
|
|
2015
Q3 | $45.8M | Buy |
558,817
+7,871
| +1% | +$645K | 0.74% | 14 |
|
|
2015
Q2 | $44.8M | Buy |
550,946
+10,518
| +2% | +$855K | 0.69% | 15 |
|
|
2015
Q1 | $45.1M | Buy |
540,428
+11,729
| +2% | +$978K | 0.7% | 15 |
|
|
2014
Q4 | $43.5M | Buy |
528,699
+8,287
| +2% | +$683K | 0.71% | 13 |
|
|
2014
Q3 | $42.6M | Buy |
520,412
+6,610
| +1% | +$542K | 0.73% | 13 |
|
|
2014
Q2 | $42.2M | Buy |
513,802
+22,275
| +5% | +$1.83M | 0.73% | 13 |
|
|
2014
Q1 | $39.9M | Buy |
491,527
+15,395
| +3% | +$1.25M | 0.75% | 13 |
|
|
2013
Q4 | $38.1M | Buy |
476,132
+16,699
| +4% | +$1.34M | 0.76% | 13 |
|
|
2013
Q3 | $37.2M | Buy |
459,433
+8,924
| +2% | +$722K | 0.76% | 15 |
|
|
2013
Q2 | $36.4M | Buy |
+450,509
| New | +$36.4M | 0.8% | 12 |
|