Heritage Financial Services’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 | $993K | Sell |
13,490
-6,017
| -31% | -$443K | 0.1% | 42 |
|
|
2025
Q1 | $1.43M | Buy |
19,507
+3,724
| +24% | +$274K | 0.14% | 36 |
|
|
2024
Q4 | $1.13M | Buy |
15,783
+656
| +4% | +$47.2K | 0.15% | 39 |
|
|
2024
Q3 | $1.14M | Buy |
15,127
+666
| +5% | +$50K | 0.15% | 37 |
|
|
2024
Q2 | $1.04M | Buy |
14,461
+296
| +2% | +$21.3K | 0.15% | 37 |
|
|
2024
Q1 | $1.03M | Sell |
14,165
-4,181
| -23% | -$304K | 0.15% | 36 |
|
|
2023
Q4 | $1.35M | Buy |
+18,346
| New | +$1.35M | 0.23% | 25 |
|
|
2022
Q2 | – | Sell |
-5,982
| Closed | -$475K | – | 515 |
|
|
2022
Q1 | $475K | Buy |
+5,982
| New | +$475K | 0.31% | 42 |
|