Evergreen Capital Management’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
$1.88M Hold
25,512
0.06% 272
2025
Q1
$1.87M Sell
25,512
-6,907
-21% -$507K 0.06% 262
2024
Q4
$2.33M Buy
32,419
+1
+0% +$72 0.08% 235
2024
Q3
$2.43M Sell
32,418
-824
-2% -$61.9K 0.08% 223
2024
Q2
$2.4M Hold
33,242
0.09% 220
2024
Q1
$2.41M Hold
33,242
0.09% 212
2023
Q4
$2.44M Sell
33,242
-78
-0.2% -$5.74K 0.1% 211
2023
Q3
$2.33M Hold
33,320
0.1% 206
2023
Q2
$2.42M Buy
+33,320
New +$2.42M 0.1% 198
2015
Q4
Sell
-2,972
Closed -$243K 89
2015
Q3
$243K Hold
2,972
0.06% 80
2015
Q2
$242K Buy
+2,972
New +$242K 0.06% 82