Hohimer Wealth Management’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 | $1.76M | Buy |
23,868
+3,310
| +16% | +$244K | 0.31% | 84 |
|
|
2025
Q1 | $1.51M | Sell |
20,558
-7,188
| -26% | -$528K | 0.29% | 87 |
|
|
2024
Q4 | $2M | Sell |
27,746
-14,450
| -34% | -$1.04M | 0.38% | 81 |
|
|
2024
Q3 | $3.17M | Buy |
42,196
+35,154
| +499% | +$2.64M | 0.68% | 62 |
|
|
2024
Q2 | $507K | Buy |
7,042
+1,161
| +20% | +$83.7K | 0.12% | 148 |
|
|
2024
Q1 | $427K | Sell |
5,881
-431
| -7% | -$31.3K | 0.1% | 167 |
|
|
2023
Q4 | $464K | Buy |
6,312
+2,324
| +58% | +$171K | 0.12% | 157 |
|
|
2023
Q3 | $278K | Sell |
3,988
-6
| -0.2% | -$419 | 0.08% | 169 |
|
|
2023
Q2 | $290K | Buy |
+3,994
| New | +$290K | 0.08% | 166 |
|
|
2022
Q2 | – | Sell |
-7,862
| Closed | -$625K | – | 203 |
|
|
2022
Q1 | $625K | Sell |
7,862
-1,487
| -16% | -$118K | 0.12% | 139 |
|
|
2021
Q4 | $792K | Sell |
9,349
-4,207
| -31% | -$356K | 0.17% | 130 |
|
|
2021
Q3 | $1.16M | Sell |
13,556
-340
| -2% | -$29K | 0.24% | 113 |
|
|
2021
Q2 | $1.19M | Sell |
13,896
-1,687
| -11% | -$145K | 0.24% | 110 |
|
|
2021
Q1 | $1.32M | Sell |
15,583
-9,522
| -38% | -$807K | 0.32% | 93 |
|
|
2020
Q4 | $2.21M | Buy |
25,105
+3,602
| +17% | +$318K | 0.59% | 60 |
|
|
2020
Q3 | $1.89M | Buy |
21,503
+14,010
| +187% | +$1.23M | 0.54% | 64 |
|
|
2020
Q2 | $662K | Buy |
7,493
+3,571
| +91% | +$315K | 0.23% | 129 |
|
|
2020
Q1 | $342K | Buy |
+3,922
| New | +$342K | 0.14% | 159 |
|