EPP
ETF Portfolio Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
66,598
-352
| -0.5% | -$25.9K | 1.36% | 20 |
|
|
2025
Q1 | $4.92M | Sell |
66,950
-10,266
| -13% | -$754K | 1.48% | 20 |
|
|
2024
Q4 | $5.55M | Buy |
77,216
+2,649
| +4% | +$190K | 1.67% | 15 |
|
|
2024
Q3 | $5.6M | Sell |
74,567
-514
| -0.7% | -$38.6K | 1.66% | 14 |
|
|
2024
Q2 | $5.41M | Sell |
75,081
-9,672
| -11% | -$697K | 1.69% | 14 |
|
|
2024
Q1 | $6.16M | Buy |
84,753
+947
| +1% | +$68.8K | 1.95% | 11 |
|
|
2023
Q4 | $6.16M | Sell |
83,806
-1,594
| -2% | -$117K | 2.07% | 13 |
|
|
2023
Q3 | $5.96M | Sell |
85,400
-5,158
| -6% | -$360K | 2.2% | 13 |
|
|
2023
Q2 | $6.58M | Buy |
90,558
+8,435
| +10% | +$613K | 2.36% | 13 |
|
|
2023
Q1 | $6.06M | Buy |
82,123
+3,244
| +4% | +$240K | 2.29% | 13 |
|
|
2022
Q4 | $5.67M | Buy |
78,879
+21,952
| +39% | +$1.58M | 2.38% | 13 |
|
|
2022
Q3 | $4.06M | Buy |
56,927
+4,998
| +10% | +$357K | 1.79% | 13 |
|
|
2022
Q2 | $3.91M | Buy |
51,929
+19,720
| +61% | +$1.48M | 1.69% | 14 |
|
|
2022
Q1 | $2.56M | Buy |
+32,209
| New | +$2.56M | 0.96% | 17 |
|
|
2021
Q3 | – | Sell |
-2,746
| Closed | -$236K | – | 52 |
|
|
2021
Q2 | $236K | Sell |
2,746
-374
| -12% | -$32.1K | 0.1% | 48 |
|
|
2021
Q1 | $264K | Buy |
3,120
+325
| +12% | +$27.5K | 0.12% | 42 |
|
|
2020
Q4 | $246K | Buy |
2,795
+19
| +0.7% | +$1.67K | 0.11% | 43 |
|
|
2020
Q3 | $245K | Buy |
2,776
+96
| +4% | +$8.47K | 0.13% | 37 |
|
|
2020
Q2 | $237K | Hold |
2,680
| – | – | 0.13% | 38 |
|
|
2020
Q1 | $229K | Sell |
2,680
-1,175
| -30% | -$100K | 0.15% | 32 |
|
|
2019
Q4 | $323K | Buy |
3,855
+252
| +7% | +$21.1K | 0.17% | 30 |
|
|
2019
Q3 | $304K | Buy |
3,603
+12
| +0.3% | +$1.01K | 0.17% | 28 |
|
|
2019
Q2 | $298K | Sell |
3,591
-56
| -2% | -$4.65K | 0.16% | 30 |
|
|
2019
Q1 | $296K | Sell |
3,647
-6,835
| -65% | -$555K | 0.18% | 30 |
|
|
2018
Q4 | $830K | Sell |
10,482
-57,874
| -85% | -$4.58M | 0.55% | 19 |
|
|
2018
Q3 | $5.38M | Buy |
68,356
+1,738
| +3% | +$137K | 3.27% | 11 |
|
|
2018
Q2 | $5.28M | Sell |
66,618
-721
| -1% | -$57.1K | 3.4% | 11 |
|
|
2018
Q1 | $5.38M | Buy |
67,339
+29,498
| +78% | +$2.36M | 3.56% | 10 |
|
|
2017
Q4 | $3.09M | Sell |
37,841
-700
| -2% | -$57.1K | 2.07% | 12 |
|
|
2017
Q3 | $3.16M | Sell |
38,541
-80
| -0.2% | -$6.56K | 2.24% | 11 |
|
|
2017
Q2 | $3.16M | Buy |
38,621
+2,433
| +7% | +$199K | 2.27% | 11 |
|
|
2017
Q1 | $2.93M | Buy |
36,188
+847
| +2% | +$68.7K | 2.17% | 11 |
|
|
2016
Q4 | $2.86M | Sell |
35,341
-26,126
| -43% | -$2.11M | 2.25% | 11 |
|
|
2016
Q3 | $5.61M | Sell |
61,467
-754
| -1% | -$68.8K | 4.47% | 8 |
|
|
2016
Q2 | $5.7M | Buy |
62,221
+24,958
| +67% | +$2.29M | 5% | 7 |
|
|
2016
Q1 | $3.09M | Sell |
37,263
-990
| -3% | -$82K | 2.64% | 13 |
|
|
2015
Q4 | $3.09M | Buy |
+38,253
| New | +$3.09M | 2.72% | 13 |
|