Goelzer Investment Management’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 | $1.3M | Hold |
17,719
| – | – | 0.07% | 141 |
|
|
2025
Q1 | $1.3M | Hold |
17,719
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $1.27M | Buy |
17,719
+1,203
| +7% | +$86.5K | 0.07% | 136 |
|
|
2024
Q3 | $1.24M | Hold |
16,516
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $1.19M | Buy |
16,516
+4,383
| +36% | +$316K | 0.07% | 135 |
|
|
2024
Q1 | $881K | Sell |
12,133
-615
| -5% | -$44.7K | 0.05% | 148 |
|
|
2023
Q4 | $938K | Sell |
12,748
-379
| -3% | -$27.9K | 0.06% | 144 |
|
|
2023
Q3 | $916K | Buy |
+13,127
| New | +$916K | 0.06% | 141 |
|