Financial Planning & Information Services’s Vanguard Total Bond Market BND Stock Holding History

Financial Planning & Information Services’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$224K	Buy	+2,983	New	+$224K	0.03%	83
2023 Q4	–	Sell	-3,334	Closed	-$233K	–	85
2023 Q3	$233K	Sell	3,334 -553	-14%	-$38.6K	0.04%	75
2023 Q2	$283K	Sell	3,887 -3,812	-50%	-$277K	0.05%	74
2023 Q1	$568K	Sell	7,699 -4,723	-38%	-$349K	0.11%	56
2022 Q4	$892K	Sell	12,422 -3,597	-22%	-$258K	0.19%	45
2022 Q3	$1.14M	Sell	16,019 -11,858	-43%	-$846K	0.28%	40
2022 Q2	$2.1M	Sell	27,877 -24,451	-47%	-$1.84M	0.51%	32
2022 Q1	$4.16M	Buy	52,328 +34,829	+199%	+$2.77M	0.93%	23
2021 Q4	$1.48M	Buy	17,499 +526	+3%	+$44.6K	0.37%	38
2021 Q3	$1.45M	Sell	16,973 -785	-4%	-$67.1K	0.39%	36
2021 Q2	$1.53M	Buy	17,758 +1,386	+8%	+$119K	0.45%	33
2021 Q1	$1.39M	Buy	16,372 +270	+2%	+$22.9K	0.42%	33
2020 Q4	$1.42M	Buy	16,102 +542	+3%	+$47.8K	0.48%	30
2020 Q3	$1.37M	Buy	15,560 +1,035	+7%	+$91.3K	0.53%	28
2020 Q2	$1.28M	Buy	14,525 +585	+4%	+$51.7K	0.54%	29
2020 Q1	$1.19M	Buy	13,940 +1,712	+14%	+$146K	0.62%	29
2019 Q4	$1.03M	Buy	12,228 +1,570	+15%	+$132K	0.41%	34
2019 Q3	$900K	Sell	10,658 -637	-6%	-$53.8K	0.38%	34
2019 Q2	$938K	Sell	11,295 -6,278	-36%	-$521K	0.41%	34
2019 Q1	$1.43M	Sell	17,573 -17,460	-50%	-$1.42M	0.64%	29
2018 Q4	$2.78M	Sell	35,033 -48,235	-58%	-$3.82M	1.37%	19
2018 Q3	$6.55M	Sell	83,268 -100,342	-55%	-$7.9M	2.53%	14
2018 Q2	$14.5M	Sell	183,610 -221,770	-55%	-$17.6M	5.43%	7
2018 Q1	$32.4M	Sell	405,380 -75,615	-16%	-$6.04M	11.36%	1
2017 Q4	$39.2M	Buy	480,995 +2,354	+0.5%	+$192K	13.32%	1
2017 Q3	$39.2M	Buy	478,641 +11,697	+3%	+$959K	13.84%	1
2017 Q2	$38.2M	Buy	466,944 +16,804	+4%	+$1.38M	13.74%	1
2017 Q1	$36.5M	Buy	450,140 +24,017	+6%	+$1.95M	13.44%	1
2016 Q4	$34.4M	Buy	426,123 +113,870	+36%	+$9.2M	13.36%	1
2016 Q3	$26.3M	Buy	312,253 +148,747	+91%	+$12.5M	10.81%	1
2016 Q2	$13.8M	Buy	+163,506	New	+$13.8M	6.32%	7