HPC
Hobart Private Capital’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
341,537
-40,649
| -11% | -$2.99M | 5.71% | 3 |
|
|
2025
Q1 | $28.1M | Sell |
382,186
-17,798
| -4% | -$1.31M | 7.02% | 2 |
|
|
2024
Q4 | $28.8M | Sell |
399,984
-41,872
| -9% | -$3.01M | 7.14% | 3 |
|
|
2024
Q3 | $33.2M | Buy |
441,856
+63,506
| +17% | +$4.77M | 8.5% | 3 |
|
|
2024
Q2 | $27.3M | Sell |
378,350
-3,158
| -0.8% | -$228K | 7.76% | 3 |
|
|
2024
Q1 | $27.7M | Buy |
381,508
+78,723
| +26% | +$5.72M | 8.45% | 3 |
|
|
2023
Q4 | $22.3M | Buy |
302,785
+7,110
| +2% | +$523K | 7.37% | 3 |
|
|
2023
Q3 | $20.6M | Buy |
295,675
+2,753
| +0.9% | +$192K | 7.83% | 2 |
|
|
2023
Q2 | $21.3M | Buy |
292,922
+18,092
| +7% | +$1.32M | 7.92% | 2 |
|
|
2023
Q1 | $20.3M | Buy |
+274,830
| New | +$20.3M | 8% | 3 |
|