HeadInvest LLC’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
$316K Sell
4,288
-300
-7% -$22.1K 0.07% 174
2025
Q1
$337K Hold
4,588
0.07% 183
2024
Q4
$330K Hold
4,588
0.06% 185
2024
Q3
$345K Hold
4,588
0.06% 183
2024
Q2
$331K Sell
4,588
-69
-1% -$4.97K 0.07% 172
2024
Q1
$338K Hold
4,657
0.07% 176
2023
Q4
$343K Hold
4,657
0.07% 173
2023
Q3
$322K Hold
4,657
0.07% 173
2023
Q2
$332K Sell
4,657
-107
-2% -$7.62K 0.07% 175
2023
Q1
$352K Buy
4,764
+107
+2% +$7.9K 0.08% 171
2022
Q4
$335K Hold
4,657
0.07% 170
2022
Q3
$332K Sell
4,657
-207
-4% -$14.8K 0.08% 162
2022
Q2
$366K Sell
4,864
-20
-0.4% -$1.51K 0.08% 158
2022
Q1
$388K Buy
4,884
+20
+0.4% +$1.59K 0.07% 170
2021
Q4
$412K Buy
4,864
+424
+10% +$35.9K 0.07% 166
2021
Q3
$379K Hold
4,440
0.07% 166
2021
Q2
$381K Sell
4,440
-629
-12% -$54K 0.07% 165
2021
Q1
$429K Sell
5,069
-145
-3% -$12.3K 0.09% 152
2020
Q4
$460K Buy
+5,214
New +$460K 0.1% 140
2019
Q3
Sell
-3,964
Closed -$329K 191
2019
Q2
$329K Hold
3,964
0.09% 135
2019
Q1
$322K Sell
3,964
-3,964
-50% -$322K 0.09% 143
2018
Q4
$628K Buy
7,928
+3,964
+100% +$314K 0.1% 137
2018
Q3
$312K Hold
3,964
0.09% 138
2018
Q2
$314K Hold
3,964
0.1% 131
2018
Q1
$317K Hold
3,964
0.1% 119
2017
Q4
$323K Sell
3,964
-900
-19% -$73.3K 0.1% 121
2017
Q3
$398K Hold
4,864
0.12% 107
2017
Q2
$398K Hold
4,864
0.13% 106
2017
Q1
$394K Hold
4,864
0.13% 101
2016
Q4
$393K Hold
4,864
0.15% 95
2016
Q3
$406K Hold
4,864
0.14% 96
2016
Q2
$410K Hold
4,864
0.16% 84
2016
Q1
$403K Buy
4,864
+300
+7% +$24.9K 0.16% 82
2015
Q4
$369K Sell
4,564
-1,100
-19% -$88.9K 0.15% 83
2015
Q3
$464K Sell
5,664
-500
-8% -$41K 0.19% 74
2015
Q2
$501K Hold
6,164
0.19% 77
2015
Q1
$514K Buy
+6,164
New +$514K 0.18% 76