Francis Financial’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 | $422K | Hold |
5,730
| – | – | 0.1% | 61 |
|
2025
Q1 | $421K | Hold |
5,730
| – | – | 0.1% | 56 |
|
2024
Q4 | $412K | Sell |
5,730
-1,026
| -15% | -$73.8K | 0.1% | 58 |
|
2024
Q3 | $507K | Buy |
+6,756
| New | +$507K | 0.13% | 52 |
|
2022
Q4 | – | Sell |
-3,803
| Closed | -$271K | – | 40 |
|
2022
Q3 | $271K | Sell |
3,803
-1,727
| -31% | -$123K | 0.28% | 27 |
|
2022
Q2 | $421K | Buy |
+5,530
| New | +$421K | 0.37% | 26 |
|
2018
Q1 | $284K | Sell |
3,550
-241
| -6% | -$19.3K | 0.65% | 15 |
|
2017
Q4 | $309K | Buy |
+3,791
| New | +$309K | 0.67% | 16 |
|