Foundations Investment Advisors’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 | $3.1M | Sell |
42,130
-1,696
| -4% | -$125K | 0.05% | 255 |
|
|
2025
Q1 | $3.22M | Buy |
43,826
+3,029
| +7% | +$222K | 0.06% | 242 |
|
|
2024
Q4 | $2.93M | Buy |
40,797
+10,512
| +35% | +$756K | 0.06% | 236 |
|
|
2024
Q3 | $2.27M | Sell |
30,285
-4,080
| -12% | -$306K | 0.05% | 255 |
|
|
2024
Q2 | $2.48M | Buy |
34,365
+1,858
| +6% | +$134K | 0.06% | 217 |
|
|
2024
Q1 | $2.36M | Buy |
32,507
+1,723
| +6% | +$125K | 0.06% | 221 |
|
|
2023
Q4 | $2.27M | Sell |
30,784
-15,855
| -34% | -$1.17M | 0.06% | 214 |
|
|
2023
Q3 | $3.25M | Buy |
46,639
+24,133
| +107% | +$1.68M | 0.1% | 159 |
|
|
2023
Q2 | $1.64M | Buy |
22,506
+3,384
| +18% | +$246K | 0.05% | 215 |
|
|
2023
Q1 | $1.41M | Sell |
19,122
-1,253
| -6% | -$92.5K | 0.05% | 195 |
|
|
2022
Q4 | $1.46M | Sell |
20,375
-9,042
| -31% | -$650K | 0.06% | 165 |
|
|
2022
Q3 | $2.1M | Sell |
29,417
-62,478
| -68% | -$4.46M | 0.09% | 99 |
|
|
2022
Q2 | $6.93M | Buy |
91,895
+77,052
| +519% | +$5.81M | 0.29% | 42 |
|
|
2022
Q1 | $1.14M | Buy |
14,843
+882
| +6% | +$68K | 0.04% | 118 |
|
|
2021
Q4 | $1.17M | Sell |
13,961
-14,553
| -51% | -$1.22M | 0.04% | 111 |
|
|
2021
Q3 | $2.43M | Buy |
28,514
+8,667
| +44% | +$740K | 0.11% | 72 |
|
|
2021
Q2 | $1.71M | Sell |
19,847
-3,735
| -16% | -$322K | 0.08% | 81 |
|
|
2021
Q1 | $2M | Sell |
23,582
-8,159
| -26% | -$692K | 0.12% | 60 |
|
|
2020
Q4 | $2.77M | Buy |
31,741
+13,159
| +71% | +$1.15M | 0.18% | 39 |
|
|
2020
Q3 | $1.64M | Buy |
18,582
+1,044
| +6% | +$92K | 0.36% | 46 |
|
|
2020
Q2 | $1.55M | Buy |
17,538
+1,110
| +7% | +$98K | 0.14% | 49 |
|
|
2020
Q1 | $1.41M | Buy |
16,428
+5,041
| +44% | +$431K | 0.16% | 26 |
|
|
2019
Q4 | $958K | Sell |
11,387
-2,779
| -20% | -$234K | 0.12% | 72 |
|
|
2019
Q3 | $1.2M | Buy |
14,166
+7,520
| +113% | +$638K | 0.16% | 51 |
|
|
2019
Q2 | $553K | Buy |
+6,646
| New | +$553K | 0.08% | 77 |
|