Frank Rimerman 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 | $2.74M | Buy |
37,159
+1
| +0% | +$74 | 0.18% | 87 |
|
|
2025
Q1 | $2.73M | Buy |
37,158
+1,254
| +3% | +$92.1K | 0.22% | 76 |
|
|
2024
Q4 | $2.58M | Sell |
35,904
-359
| -1% | -$25.8K | 0.19% | 81 |
|
|
2024
Q3 | $2.72M | Sell |
36,263
-9,063
| -20% | -$681K | 0.19% | 88 |
|
|
2024
Q2 | $3.27M | Hold |
45,326
| – | – | 0.23% | 70 |
|
|
2024
Q1 | $3.29M | Hold |
45,326
| – | – | 0.63% | 22 |
|
|
2023
Q4 | $3.33M | Buy |
45,326
+13,838
| +44% | +$1.02M | 0.7% | 21 |
|
|
2023
Q3 | $2.2M | Hold |
31,488
| – | – | 0.53% | 25 |
|
|
2023
Q2 | $2.29M | Hold |
31,488
| – | – | 0.55% | 26 |
|
|
2023
Q1 | $2.32M | Sell |
31,488
-1,505
| -5% | -$111K | 0.64% | 26 |
|
|
2022
Q4 | $2.37M | Sell |
32,993
-5,400
| -14% | -$388K | 0.74% | 22 |
|
|
2022
Q3 | $2.74M | Hold |
38,393
| – | – | 0.99% | 19 |
|
|
2022
Q2 | $2.89M | Sell |
38,393
-3,251
| -8% | -$245K | 1.1% | 19 |
|
|
2022
Q1 | $3.31M | Buy |
41,644
+610
| +1% | +$48.5K | 1.06% | 18 |
|
|
2021
Q4 | $3.48M | Hold |
41,034
| – | – | 1.17% | 16 |
|
|
2021
Q3 | $3.51M | Buy |
41,034
+18,528
| +82% | +$1.58M | 1.35% | 14 |
|
|
2021
Q2 | $1.93M | Hold |
22,506
| – | – | 0.76% | 22 |
|
|
2021
Q1 | $1.91M | Hold |
22,506
| – | – | 0.84% | 20 |
|
|
2020
Q4 | $1.98M | Buy |
+22,506
| New | +$1.98M | 0.9% | 20 |
|