Forum Financial 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
Q2
$441K Buy
5,986
+273
+5% +$20.1K 0.01% 466
2025
Q1
$420K Sell
5,713
-61
-1% -$4.48K 0.01% 437
2024
Q4
$415K Buy
5,774
+2,110
+58% +$152K 0.01% 462
2024
Q3
$275K Sell
3,664
-815
-18% -$61.2K ﹤0.01% 557
2024
Q2
$323K Sell
4,479
-1,760
-28% -$127K 0.01% 448
2024
Q1
$453K Buy
6,239
+731
+13% +$53.1K 0.01% 354
2023
Q4
$405K Sell
5,508
-938
-15% -$69K 0.01% 352
2023
Q3
$450K Sell
6,446
-1,111
-15% -$77.5K 0.01% 307
2023
Q2
$549K Buy
7,557
+1,269
+20% +$92.2K 0.01% 276
2023
Q1
$464K Sell
6,288
-1,750
-22% -$129K 0.01% 281
2022
Q4
$577K Buy
8,038
+1,677
+26% +$120K 0.02% 222
2022
Q3
$454K Sell
6,361
-2,496
-28% -$178K 0.02% 238
2022
Q2
$667K Sell
8,857
-7,122
-45% -$536K 0.03% 177
2022
Q1
$1.27M Buy
15,979
+1,104
+7% +$87.7K 0.06% 98
2021
Q4
$1.26M Buy
+14,875
New +$1.26M 0.06% 96