Gallagher Fiduciary 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 | $286K | Buy |
3,093,960
+3,090,274
| +83,838% | +$286K | 0.01% | 263 |
|
|
2025
Q1 | $271K | Buy |
3,686
+17
| +0.5% | +$1.25K | 0.01% | 251 |
|
|
2024
Q4 | $264K | Buy |
+3,669
| New | +$264K | 0.05% | 236 |
|
|
2024
Q3 | – | Sell |
-3,935
| Closed | -$284K | – | 277 |
|
|
2024
Q2 | $284K | Sell |
3,935
-148
| -4% | -$10.7K | 0.06% | 169 |
|
|
2024
Q1 | $297K | Sell |
4,083
-108
| -3% | -$7.84K | 0.01% | 153 |
|
|
2023
Q4 | $308K | Buy |
4,191
+1,055
| +34% | +$77.6K | 0.01% | 140 |
|
|
2023
Q3 | $219K | Sell |
3,136
-68
| -2% | -$4.75K | 0.02% | 158 |
|
|
2023
Q2 | $233K | Buy |
3,204
+82
| +3% | +$5.96K | 0.02% | 189 |
|
|
2023
Q1 | $231K | Buy |
+3,122
| New | +$231K | 0.02% | 179 |
|