Great Lakes Retirement’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
Q1 | – | Sell |
-11,969
| Closed | -$861K | – | 205 |
|
|
2024
Q4 | $861K | Sell |
11,969
-6,188
| -34% | -$445K | 0.11% | 152 |
|
|
2024
Q3 | $1.36M | Sell |
18,157
-594
| -3% | -$44.6K | 0.17% | 127 |
|
|
2024
Q2 | $1.35M | Sell |
18,751
-3,932
| -17% | -$283K | 0.19% | 110 |
|
|
2024
Q1 | $1.65M | Sell |
22,683
-2,296
| -9% | -$167K | 0.24% | 85 |
|
|
2023
Q4 | $1.84M | Sell |
24,979
-6,724
| -21% | -$495K | 0.3% | 69 |
|
|
2023
Q3 | $2.21M | Sell |
31,703
-2,688
| -8% | -$188K | 0.4% | 44 |
|
|
2023
Q2 | $2.5M | Sell |
34,391
-1,868
| -5% | -$136K | 0.44% | 44 |
|
|
2023
Q1 | $2.68M | Buy |
+36,259
| New | +$2.68M | 0.5% | 39 |
|
|
2020
Q1 | $531K | Buy |
6,228
+1,237
| +25% | +$105K | 0.24% | 61 |
|
|
2019
Q4 | $418K | Buy |
+4,991
| New | +$418K | 0.13% | 145 |
|