GRP
Global Retirement Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
+130,701
| New | +$9.62M | 0.24% | 85 |
|
|
2024
Q4 | $9.92M | Buy |
137,910
+10,967
| +9% | +$789K | 0.28% | 74 |
|
|
2024
Q3 | $9.53M | Buy |
126,943
+1,252
| +1% | +$94K | 0.29% | 74 |
|
|
2024
Q2 | $9.06M | Buy |
125,691
+5,302
| +4% | +$382K | 0.28% | 73 |
|
|
2024
Q1 | $8.74M | Sell |
120,389
-216,180
| -64% | -$15.7M | 0.33% | 66 |
|
|
2023
Q4 | $24.5M | Buy |
336,569
+47,477
| +16% | +$3.46M | 1.03% | 14 |
|
|
2023
Q3 | $19.9M | Sell |
289,092
-880
| -0.3% | -$60.7K | 1.01% | 13 |
|
|
2023
Q2 | $21.1M | Buy |
289,972
+17,144
| +6% | +$1.25M | 1.03% | 14 |
|
|
2023
Q1 | $20.2M | Buy |
272,828
+90,155
| +49% | +$6.69M | 1.07% | 14 |
|
|
2022
Q4 | $13.1M | Sell |
182,673
-382
| -0.2% | -$27.4K | 0.9% | 19 |
|
|
2022
Q3 | $12.9M | Sell |
183,055
-182
| -0.1% | -$12.8K | 0.97% | 15 |
|
|
2022
Q2 | $13.8M | Sell |
183,237
-2,868
| -2% | -$216K | 1.11% | 12 |
|
|
2022
Q1 | $14.3M | Buy |
+186,105
| New | +$14.3M | 1.12% | 12 |
|
|
2021
Q4 | – | Sell |
-208,681
| Closed | -$17.8M | – | 416 |
|
|
2021
Q3 | $17.8M | Buy |
208,681
+20,700
| +11% | +$1.77M | 1.76% | 6 |
|
|
2021
Q2 | $16.1M | Sell |
187,981
-16,589
| -8% | -$1.42M | 1.65% | 7 |
|
|
2021
Q1 | $17.3M | Buy |
204,570
+19,218
| +10% | +$1.63M | 2.03% | 5 |
|
|
2020
Q4 | $16.3M | Buy |
185,352
+28,422
| +18% | +$2.51M | 2.05% | 5 |
|
|
2020
Q3 | $13.8M | Buy |
156,930
+53,519
| +52% | +$4.72M | 2.03% | 5 |
|
|
2020
Q2 | $9.14M | Sell |
103,411
-19,865
| -16% | -$1.75M | 1.46% | 10 |
|
|
2020
Q1 | $10.5M | Buy |
123,276
+4,811
| +4% | +$411K | 1.99% | 3 |
|
|
2019
Q4 | $9.93M | Sell |
118,465
-2,986
| -2% | -$250K | 1.52% | 9 |
|
|
2019
Q3 | $10.3M | Buy |
121,451
+20,299
| +20% | +$1.71M | 1.69% | 6 |
|
|
2019
Q2 | $8.4M | Buy |
101,152
+37,013
| +58% | +$3.07M | 1.61% | 8 |
|
|
2019
Q1 | $5.21M | Buy |
64,139
+9,199
| +17% | +$747K | 1.26% | 11 |
|
|
2018
Q4 | $4.35M | Buy |
54,940
+1,009
| +2% | +$79.9K | 1.11% | 13 |
|
|
2018
Q3 | $4.24M | Sell |
53,931
-7,698
| -12% | -$606K | 0.96% | 15 |
|
|
2018
Q2 | $4.88M | Buy |
61,629
+11,716
| +23% | +$928K | 1.23% | 9 |
|
|
2018
Q1 | $3.99M | Sell |
49,913
-8,360
| -14% | -$668K | 1.1% | 11 |
|
|
2017
Q4 | $4.75M | Buy |
58,273
+17,392
| +43% | +$1.42M | 1.31% | 8 |
|
|
2017
Q3 | $3.35M | Buy |
40,881
+3,328
| +9% | +$273K | 1.39% | 8 |
|
|
2017
Q2 | $3.07M | Buy |
37,553
+3,351
| +10% | +$274K | 1.45% | 8 |
|
|
2017
Q1 | $2.77M | Buy |
34,202
+6,997
| +26% | +$567K | 1.55% | 7 |
|
|
2016
Q4 | $2.2M | Buy |
+27,205
| New | +$2.2M | 1.48% | 9 |
|