Financial Gravity Asset 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
Q1 | $42.9K | Buy |
+584
| New | +$42.9K | 0.01% | 336 |
|
|
2024
Q2 | $331K | Sell |
4,599
-5,750
| -56% | -$414K | 0.08% | 95 |
|
|
2024
Q1 | $757K | Sell |
10,349
-398,463
| -97% | -$29.1M | 0.1% | 89 |
|
|
2023
Q4 | $2.93M | Buy |
408,812
+5,817
| +1% | +$41.7K | 0.03% | 174 |
|
|
2023
Q3 | $2.5M | Buy |
402,995
+371,678
| +1,187% | +$2.31M | 0.03% | 182 |
|
|
2023
Q2 | $9.54K | Buy |
31,317
+467
| +2% | +$142 | 0.03% | 351 |
|
|
2023
Q1 | $3.62K | Buy |
+30,850
| New | +$3.62K | 0.11% | 225 |
|
|
2022
Q4 | – | Sell |
-71
| Closed | -$1.3K | – | 1416 |
|
|
2022
Q3 | $1.3K | Sell |
71
-4
| -5% | -$73 | 0.04% | 330 |
|
|
2022
Q2 | $1.37K | Sell |
75
-5
| -6% | -$91 | 0.04% | 304 |
|
|
2022
Q1 | $1.45K | Sell |
80
-5
| -6% | -$91 | 0.04% | 314 |
|
|
2021
Q4 | $1.54K | Hold |
85
| – | – | 0.03% | 351 |
|
|
2021
Q3 | $85K | Buy |
85
+67
| +372% | +$67K | 0.04% | 400 |
|
|
2021
Q2 | $86K | Hold |
18
| – | – | 0.03% | 392 |
|
|
2021
Q1 | $1.51K | Sell |
18
-56
| -76% | -$4.71K | 0.03% | 258 |
|
|
2020
Q4 | $7K | Buy |
+74
| New | +$7K | 0.01% | 203 |
|
|
2020
Q2 | – | Sell |
-8,588
| Closed | -$730K | – | 121 |
|
|
2020
Q1 | $730K | Buy |
8,588
+1,613
| +23% | +$137K | 2.26% | 2 |
|
|
2019
Q4 | $86K | Sell |
6,975
-5,797
| -45% | -$71.5K | 0.06% | 377 |
|
|
2019
Q3 | $1.08M | Buy |
12,772
+1,791
| +16% | +$151K | 0.93% | 22 |
|
|
2019
Q2 | $912K | Sell |
10,981
-676
| -6% | -$56.1K | 0.75% | 35 |
|
|
2019
Q1 | $940K | Buy |
+11,657
| New | +$940K | 0.76% | 31 |
|
|
2018
Q3 | $30K | Hold |
386
| – | – | 0.03% | 421 |
|
|
2018
Q2 | $31K | Hold |
386
| – | – | 0.03% | 417 |
|
|
2018
Q1 | $30K | Buy |
+386
| New | +$30K | 0.03% | 460 |
|