Fortis Capital 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 | – | Sell |
-4,084
| Closed | -$294K | – | 155 |
|
|
2024
Q4 | $294K | Buy |
+4,084
| New | +$294K | 0.05% | 107 |
|
|
2023
Q2 | – | Sell |
-3,406
| Closed | -$251K | – | 108 |
|
|
2023
Q1 | $251K | Sell |
3,406
-2,058
| -38% | -$152K | 0.1% | 84 |
|
|
2022
Q4 | $393K | Sell |
5,464
-5,092
| -48% | -$366K | 0.29% | 65 |
|
|
2022
Q3 | $753K | Sell |
10,556
-1,814
| -15% | -$129K | 0.64% | 46 |
|
|
2022
Q2 | $931K | Buy |
+12,370
| New | +$931K | 0.91% | 29 |
|