Financial & Tax Architects’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 | $8.72M | Buy |
+118,367
| New | +$8.72M | 2.12% | 11 |
|
2025
Q1 | – | Sell |
-163,956
| Closed | -$11.8M | – | 103 |
|
2024
Q4 | $11.8M | Buy |
163,956
+483
| +0.3% | +$34.7K | 3% | 8 |
|
2024
Q3 | $12.3M | Buy |
163,473
+16,644
| +11% | +$1.25M | 3.16% | 10 |
|
2024
Q2 | $10.6M | Buy |
+146,829
| New | +$10.6M | 2.84% | 10 |
|
2023
Q4 | – | Sell |
-85,387
| Closed | -$5.96M | – | 93 |
|
2023
Q3 | $5.96M | Buy |
85,387
+4,468
| +6% | +$312K | 1.85% | 13 |
|
2023
Q2 | $5.88M | Buy |
+80,919
| New | +$5.88M | 1.82% | 12 |
|
2022
Q4 | – | Sell |
-97,951
| Closed | -$6.99M | – | 83 |
|
2022
Q3 | $6.99M | Sell |
97,951
-4,507
| -4% | -$321K | 2.62% | 8 |
|
2022
Q2 | $7.71M | Buy |
102,458
+96,537
| +1,630% | +$7.27M | 2.92% | 7 |
|
2022
Q1 | $471K | Sell |
5,921
-107
| -2% | -$8.51K | 0.18% | 63 |
|
2021
Q4 | $511K | Sell |
6,028
-138,051
| -96% | -$11.7M | 0.21% | 74 |
|
2021
Q3 | $12.3M | Buy |
+144,079
| New | +$12.3M | 5.61% | 1 |
|
2021
Q2 | – | Sell |
-7,911
| Closed | -$670K | – | 97 |
|
2021
Q1 | $670K | Buy |
+7,911
| New | +$670K | 0.38% | 49 |
|