Founders Financial Alliance’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 | $9.67K | Sell |
131
-2,055
| -94% | -$152K | ﹤0.01% | 461 |
|
2025
Q1 | $161K | Buy |
2,186
+1,924
| +734% | +$141K | 0.04% | 355 |
|
2024
Q4 | $18.8K | Sell |
262
-159
| -38% | -$11.4K | 0.01% | 445 |
|
2024
Q3 | $31.6K | Hold |
421
| – | – | 0.01% | 420 |
|
2024
Q2 | $30.3K | Hold |
421
| – | – | 0.01% | 407 |
|
2024
Q1 | $30.5K | Buy |
421
+1
| +0.2% | +$73 | 0.01% | 412 |
|
2023
Q4 | $30.9K | Hold |
420
| – | – | 0.01% | 370 |
|
2023
Q3 | $29.3K | Sell |
420
-256
| -38% | -$17.9K | 0.01% | 358 |
|
2023
Q2 | $49.1K | Buy |
676
+388
| +135% | +$28.2K | 0.02% | 345 |
|
2023
Q1 | $21.3K | Sell |
288
-131
| -31% | -$9.68K | 0.01% | 367 |
|
2022
Q4 | $30.1K | Hold |
419
| – | – | 0.01% | 370 |
|
2022
Q3 | $30K | Sell |
419
-8,696
| -95% | -$623K | 0.02% | 363 |
|
2022
Q2 | $686K | Buy |
9,115
+6,684
| +275% | +$503K | 0.35% | 76 |
|
2022
Q1 | $193K | Sell |
2,431
-396
| -14% | -$31.4K | 0.09% | 211 |
|
2021
Q4 | $240K | Sell |
2,827
-326
| -10% | -$27.7K | 0.1% | 220 |
|
2021
Q3 | $269K | Buy |
3,153
+139
| +5% | +$11.9K | 0.13% | 171 |
|
2021
Q2 | $259K | Sell |
3,014
-95
| -3% | -$8.16K | 0.12% | 195 |
|
2021
Q1 | $263K | Sell |
3,109
-546
| -15% | -$46.2K | 0.13% | 180 |
|
2020
Q4 | $321K | Buy |
3,655
+674
| +23% | +$59.2K | 0.18% | 130 |
|
2020
Q3 | $262K | Buy |
+2,981
| New | +$262K | 0.16% | 126 |
|