Focus Partners Wealth’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 | $73.3M | Buy |
995,261
+10,988
| +1% | +$809K | 0.16% | 135 |
|
|
2025
Q1 | $72.3M | Buy |
984,273
+5,179
| +0.5% | +$380K | 0.18% | 120 |
|
|
2024
Q4 | $70.4M | Buy |
979,094
+584,993
| +148% | +$42.1M | 0.18% | 115 |
|
|
2024
Q3 | $29.6M | Sell |
394,101
-1,226,439
| -76% | -$92.1M | 0.09% | 211 |
|
|
2024
Q2 | $117M | Buy |
1,620,540
+1,183,503
| +271% | +$85.7M | 0.39% | 60 |
|
|
2024
Q1 | $31.7M | Buy |
437,037
+420,318
| +2,514% | +$30.5M | 0.26% | 99 |
|
|
2023
Q4 | $1.23M | Buy |
+16,719
| New | +$1.23M | 0.02% | 419 |
|