Herold Advisors’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 | $4.76M | Buy |
64,633
+1,750
| +3% | +$129K | 1% | 23 |
|
|
2025
Q1 | $4.62M | Buy |
62,883
+5,040
| +9% | +$370K | 1.01% | 22 |
|
|
2024
Q4 | $4.16M | Buy |
57,843
+3,902
| +7% | +$281K | 0.91% | 25 |
|
|
2024
Q3 | $4.05M | Buy |
53,941
+456
| +0.9% | +$34.3K | 0.88% | 26 |
|
|
2024
Q2 | $3.85M | Buy |
53,485
+555
| +1% | +$40K | 0.89% | 24 |
|
|
2024
Q1 | $3.84M | Buy |
52,930
+906
| +2% | +$65.8K | 0.93% | 24 |
|
|
2023
Q4 | $3.83M | Buy |
52,024
+45,655
| +717% | +$3.36M | 1.06% | 20 |
|
|
2023
Q3 | $444K | Sell |
6,369
-96
| -1% | -$6.7K | 0.14% | 168 |
|
|
2023
Q2 | $470K | Buy |
+6,465
| New | +$470K | 0.14% | 159 |
|
|
2022
Q2 | – | Sell |
-2,633
| Closed | -$210K | – | 243 |
|
|
2022
Q1 | $210K | Sell |
2,633
-3,364
| -56% | -$268K | 0.07% | 191 |
|
|
2021
Q4 | $508K | Sell |
5,997
-183
| -3% | -$15.5K | 0.2% | 125 |
|
|
2021
Q3 | $528K | Buy |
+6,180
| New | +$528K | 0.21% | 122 |
|