Everhart Financial Group’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 | $2.26M | Sell |
30,733
-915
| -3% | -$67.4K | 0.26% | 51 |
|
|
2025
Q1 | $2.32M | Buy |
31,648
+5,377
| +20% | +$395K | 0.32% | 43 |
|
|
2024
Q4 | $1.89M | Buy |
26,271
+10,998
| +72% | +$791K | 0.39% | 47 |
|
|
2024
Q3 | $1.11M | Buy |
15,273
+2,381
| +18% | +$173K | 0.25% | 89 |
|
|
2024
Q2 | $894K | Buy |
12,892
+2,801
| +28% | +$194K | 0.23% | 90 |
|
|
2024
Q1 | $733K | Buy |
10,091
+3,980
| +65% | +$289K | 0.21% | 101 |
|
|
2023
Q4 | $450K | Sell |
6,111
-12,172
| -67% | -$895K | 0.16% | 127 |
|
|
2023
Q3 | $1.28M | Buy |
18,283
+4,035
| +28% | +$282K | 0.54% | 40 |
|
|
2023
Q2 | $1.23M | Buy |
14,248
+1,524
| +12% | +$132K | 0.51% | 41 |
|
|
2023
Q1 | $939K | Buy |
12,724
+7,174
| +129% | +$530K | 0.42% | 50 |
|
|
2022
Q4 | $399K | Buy |
5,550
+459
| +9% | +$33K | 0.2% | 95 |
|
|
2022
Q3 | $363K | Sell |
5,091
-565
| -10% | -$40.3K | 0.2% | 100 |
|
|
2022
Q2 | $425K | Sell |
5,656
-312
| -5% | -$23.4K | 0.26% | 88 |
|
|
2022
Q1 | $475K | Buy |
5,968
+60
| +1% | +$4.78K | 0.27% | 79 |
|
|
2021
Q4 | $501K | Buy |
5,908
+539
| +10% | +$45.7K | 0.3% | 60 |
|
|
2021
Q3 | $459K | Buy |
5,369
+316
| +6% | +$27K | 0.31% | 59 |
|
|
2021
Q2 | $434K | Sell |
5,053
-291
| -5% | -$25K | 0.3% | 57 |
|
|
2021
Q1 | $453K | Buy |
5,344
+660
| +14% | +$55.9K | 0.4% | 51 |
|
|
2020
Q4 | $413K | Buy |
+4,684
| New | +$413K | 0.38% | 50 |
|