Essential Planning’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 | $56.6M | Buy |
768,404
+16,967
| +2% | +$1.25M | 21.06% | 1 |
|
|
2025
Q1 | $55.2M | Sell |
751,437
-45,093,075
| -98% | -$3.31B | 22.24% | 1 |
|
|
2024
Q4 | $3.35B | Buy |
45,844,512
+45,154,186
| +6,541% | +$3.3B | 21.84% | 1 |
|
|
2024
Q3 | $51.9M | Buy |
690,326
+16,405
| +2% | +$1.23M | 21.27% | 1 |
|
|
2024
Q2 | $48.6M | Buy |
673,921
+662,461
| +5,781% | +$47.7M | 21.37% | 1 |
|
|
2024
Q1 | $843K | Hold |
11,460
| – | – | 0.42% | 25 |
|
|
2023
Q4 | $843K | Buy |
11,460
+7,787
| +212% | +$573K | 0.43% | 25 |
|
|
2023
Q3 | $256K | Buy |
+3,673
| New | +$256K | 0.14% | 49 |
|