Greystone Financial Group’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 | $2.94M | Buy |
39,880
+4,438
| +13% | +$327K | 0.48% | 45 |
|
|
2025
Q1 | $2.6M | Sell |
35,442
-1,231
| -3% | -$90.4K | 0.47% | 47 |
|
|
2024
Q4 | $2.64M | Buy |
36,673
+5,193
| +16% | +$373K | 0.46% | 49 |
|
|
2024
Q3 | $2.36M | Buy |
31,480
+25,991
| +474% | +$1.95M | 0.42% | 48 |
|
|
2024
Q2 | $395K | Hold |
5,489
| – | – | 0.08% | 90 |
|
|
2024
Q1 | $399K | Buy |
+5,489
| New | +$399K | 0.08% | 92 |
|