Evensky & Katz’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 | $1.84M | Sell |
24,951
-4,524
| -15% | -$333K | 0.11% | 44 |
|
|
2025
Q1 | $2.17M | Buy |
29,475
+860
| +3% | +$63.2K | 0.15% | 43 |
|
|
2024
Q4 | $2.06M | Sell |
28,615
-2,978
| -9% | -$214K | 0.13% | 43 |
|
|
2024
Q3 | $2.37M | Sell |
31,593
-768
| -2% | -$57.7K | 0.15% | 41 |
|
|
2024
Q2 | $2.33M | Sell |
32,361
-22
| -0.1% | -$1.59K | 0.16% | 40 |
|
|
2024
Q1 | $2.35M | Sell |
32,383
-268
| -0.8% | -$19.5K | 0.17% | 38 |
|
|
2023
Q4 | $2.4M | Buy |
32,651
+1,785
| +6% | +$131K | 0.18% | 39 |
|
|
2023
Q3 | $2.15M | Sell |
30,866
-1,649
| -5% | -$115K | 0.18% | 34 |
|
|
2023
Q2 | $2.36M | Sell |
32,515
-1,460
| -4% | -$106K | 0.18% | 35 |
|
|
2023
Q1 | $2.51M | Sell |
33,975
-1,496
| -4% | -$110K | 0.2% | 35 |
|
|
2022
Q4 | $2.55M | Buy |
35,471
+35,414
| +62,130% | +$2.54M | 0.23% | 34 |
|
|
2022
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 81 |
|
|
2020
Q3 | – | Sell |
-191
| Closed | -$17K | – | 81 |
|
|
2020
Q2 | $17K | Buy |
191
+1
| +0.5% | +$89 | ﹤0.01% | 79 |
|
|
2020
Q1 | $16K | Sell |
190
-54
| -22% | -$4.55K | ﹤0.01% | 91 |
|
|
2019
Q4 | $20K | Sell |
244
-16,663
| -99% | -$1.37M | ﹤0.01% | 92 |
|
|
2019
Q3 | $1.43M | Buy |
16,907
+7
| +0% | +$591 | 0.19% | 44 |
|
|
2019
Q2 | $1.4M | Sell |
16,900
-212
| -1% | -$17.6K | 0.19% | 42 |
|
|
2019
Q1 | $1.39M | Buy |
17,112
+156
| +0.9% | +$12.7K | 0.19% | 41 |
|
|
2018
Q4 | $1.34M | Sell |
16,956
-4,291
| -20% | -$340K | 0.22% | 36 |
|
|
2018
Q3 | $1.67M | Buy |
21,247
+7
| +0% | +$551 | 0.25% | 28 |
|
|
2018
Q2 | $1.68M | Sell |
21,240
-7,796
| -27% | -$617K | 0.29% | 22 |
|
|
2018
Q1 | $2.32M | Buy |
29,036
+7
| +0% | +$559 | 0.4% | 20 |
|
|
2017
Q4 | $2.37M | Buy |
29,029
+205
| +0.7% | +$16.7K | 0.39% | 20 |
|
|
2017
Q3 | $2.36M | Buy |
28,824
+224
| +0.8% | +$18.4K | 0.41% | 20 |
|
|
2017
Q2 | $2.34M | Sell |
28,600
-332
| -1% | -$27.2K | 0.42% | 18 |
|
|
2017
Q1 | $2.34M | Buy |
28,932
+823
| +3% | +$66.7K | 0.43% | 19 |
|
|
2016
Q4 | $2.27M | Buy |
28,109
+143
| +0.5% | +$11.6K | 0.44% | 19 |
|
|
2016
Q3 | $2.35M | Sell |
27,966
-3,203
| -10% | -$269K | 0.47% | 18 |
|
|
2016
Q2 | $2.58M | Hold |
31,169
| – | – | 0.57% | 18 |
|
|
2016
Q1 | $2.58M | Sell |
31,169
-465
| -1% | -$38.5K | 0.6% | 19 |
|
|
2015
Q4 | $2.55M | Sell |
31,634
-948
| -3% | -$76.5K | 0.61% | 22 |
|
|
2015
Q3 | $2.67M | Sell |
32,582
-573
| -2% | -$46.9K | 0.73% | 17 |
|
|
2015
Q2 | $2.69M | Buy |
33,155
+137
| +0.4% | +$11.1K | 0.71% | 16 |
|
|
2015
Q1 | $2.75M | Buy |
33,018
+14
| +0% | +$1.17K | 0.74% | 16 |
|
|
2014
Q4 | $2.72M | Buy |
33,004
+27,811
| +536% | +$2.29M | 0.81% | 16 |
|
|
2014
Q3 | $425K | Sell |
5,193
-23,114
| -82% | -$1.89M | 0.13% | 34 |
|
|
2014
Q2 | $2.33M | Buy |
28,307
+366
| +1% | +$30.1K | 0.87% | 10 |
|
|
2014
Q1 | $2.27M | Sell |
27,941
-577
| -2% | -$46.8K | 0.88% | 11 |
|
|
2013
Q4 | $2.28M | Buy |
28,518
+4,970
| +21% | +$398K | 0.88% | 11 |
|
|
2013
Q3 | $1.9M | Buy |
23,548
+212
| +0.9% | +$17.1K | 0.8% | 11 |
|
|
2013
Q2 | $1.89M | Buy |
+23,336
| New | +$1.89M | 0.84% | 11 |
|