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