Financial Advocates Investment 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 | $10.6M | Sell |
144,105
-6,742
| -4% | -$496K | 0.86% | 27 |
|
|
2025
Q1 | $11.1M | Sell |
150,847
-7,430
| -5% | -$546K | 0.78% | 26 |
|
|
2024
Q4 | $11.4M | Buy |
158,277
+49,740
| +46% | +$3.58M | 0.65% | 30 |
|
|
2024
Q3 | $8.18M | Sell |
108,537
-47,493
| -30% | -$3.58M | 0.46% | 49 |
|
|
2024
Q2 | $11.2M | Sell |
156,030
-68,824
| -31% | -$4.96M | 0.7% | 25 |
|
|
2024
Q1 | $16.3M | Sell |
224,854
-46,563
| -17% | -$3.38M | 0.95% | 11 |
|
|
2023
Q4 | $20M | Buy |
271,417
+35,922
| +15% | +$2.64M | 1.31% | 8 |
|
|
2023
Q3 | $16.4M | Buy |
235,495
+21,817
| +10% | +$1.52M | 1.18% | 12 |
|
|
2023
Q2 | $15.5M | Sell |
213,678
-2,697
| -1% | -$196K | 1.11% | 13 |
|
|
2023
Q1 | $16M | Buy |
216,375
+36,424
| +20% | +$2.69M | 1.15% | 6 |
|
|
2022
Q4 | $12.9M | Buy |
179,951
+36,869
| +26% | +$2.65M | 0.96% | 12 |
|
|
2022
Q3 | $10.2M | Sell |
143,082
-7,897
| -5% | -$562K | 0.84% | 14 |
|
|
2022
Q2 | $11.4M | Buy |
150,979
+5,606
| +4% | +$422K | 0.92% | 15 |
|
|
2022
Q1 | $11.6M | Buy |
145,373
+2,886
| +2% | +$230K | 0.76% | 21 |
|
|
2021
Q4 | $11.9M | Sell |
142,487
-2,377
| -2% | -$198K | 0.75% | 14 |
|
|
2021
Q3 | $12.4M | Sell |
144,864
-2,566
| -2% | -$220K | 0.84% | 16 |
|
|
2021
Q2 | $12.7M | Sell |
147,430
-3,727
| -2% | -$320K | 0.85% | 14 |
|
|
2021
Q1 | $12.8M | Buy |
151,157
+33,810
| +29% | +$2.86M | 0.91% | 14 |
|
|
2020
Q4 | $10.4M | Sell |
117,347
-13,439
| -10% | -$1.19M | 0.71% | 25 |
|
|
2020
Q3 | $11.5M | Buy |
130,786
+42,710
| +48% | +$3.77M | 0.98% | 20 |
|
|
2020
Q2 | $7.78M | Sell |
88,076
-1,098
| -1% | -$97K | 0.74% | 20 |
|
|
2020
Q1 | $7.61M | Sell |
89,174
-25,700
| -22% | -$2.19M | 1.09% | 16 |
|
|
2019
Q4 | $9.63M | Buy |
114,874
+6,394
| +6% | +$536K | 1.03% | 13 |
|
|
2019
Q3 | $9.16M | Sell |
108,480
-31,844
| -23% | -$2.69M | 1.05% | 15 |
|
|
2019
Q2 | $11.7M | Sell |
140,324
-31,807
| -18% | -$2.64M | 1.35% | 10 |
|
|
2019
Q1 | $14M | Sell |
172,131
-28,772
| -14% | -$2.34M | 1.74% | 7 |
|
|
2018
Q4 | $15.9M | Sell |
200,903
-27,315
| -12% | -$2.16M | 2.17% | 4 |
|
|
2018
Q3 | $18M | Buy |
228,218
+10,734
| +5% | +$845K | 2.01% | 6 |
|
|
2018
Q2 | $17.2M | Buy |
217,484
+12,949
| +6% | +$1.02M | 2.08% | 5 |
|
|
2018
Q1 | $16.3M | Buy |
204,535
+1,578
| +0.8% | +$126K | 2.13% | 4 |
|
|
2017
Q4 | $16.6M | Buy |
+202,957
| New | +$16.6M | 2.26% | 4 |
|