Forbes Financial Planning’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 | $5.26M | Sell |
71,472
-718
| -1% | -$52.9K | 3.55% | 14 |
|
|
2025
Q1 | $5.3M | Sell |
72,190
-7,456
| -9% | -$548K | 3.93% | 14 |
|
|
2024
Q4 | $5.73M | Buy |
79,646
+24,427
| +44% | +$1.76M | 2.78% | 13 |
|
|
2024
Q3 | $4.15M | Buy |
55,219
+3,092
| +6% | +$232K | 2.99% | 16 |
|
|
2024
Q2 | $3.76M | Buy |
52,127
+9,687
| +23% | +$698K | 2.95% | 18 |
|
|
2024
Q1 | $3.08M | Buy |
42,440
+11,092
| +35% | +$806K | 2.65% | 17 |
|
|
2023
Q4 | $2.31M | Buy |
31,348
+13,283
| +74% | +$977K | 2.15% | 18 |
|
|
2023
Q3 | $1.26M | Buy |
+18,065
| New | +$1.26M | 1.35% | 19 |
|
|
2022
Q2 | – | Sell |
-86,910
| Closed | -$6.91M | – | 30 |
|
|
2022
Q1 | $6.91M | Sell |
86,910
-11,071
| -11% | -$881K | 8.61% | 2 |
|
|
2021
Q4 | $8.3M | Buy |
+97,981
| New | +$8.3M | 8.18% | 2 |
|