Edgestream 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 | $735K | Buy |
+9,986
| New | +$735K | 0.02% | 690 |
|
|
2025
Q1 | – | Sell |
-8,726
| Closed | -$627K | – | 849 |
|
|
2024
Q4 | $627K | Sell |
8,726
-2,923
| -25% | -$210K | 0.03% | 649 |
|
|
2024
Q3 | $875K | Buy |
11,649
+7,215
| +163% | +$542K | 0.04% | 598 |
|
|
2024
Q2 | $319K | Buy |
+4,434
| New | +$319K | 0.02% | 734 |
|
|
2024
Q1 | – | Sell |
-3,278
| Closed | -$241K | – | 815 |
|
|
2023
Q4 | $241K | Buy |
+3,278
| New | +$241K | 0.02% | 757 |
|