Howard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,677
| Closed | -$2.68M | – | 410 |
|
|
2024
Q3 | $2.68M | Buy |
35,677
+1,657
| +5% | +$124K | 0.04% | 126 |
|
|
2024
Q2 | $2.45M | Sell |
34,020
-559
| -2% | -$40.3K | 0.24% | 30 |
|
|
2024
Q1 | $2.51M | Sell |
34,579
-1,697
| -5% | -$123K | 0.27% | 29 |
|
|
2023
Q4 | $2.67M | Sell |
36,276
-762
| -2% | -$56K | 0.33% | 24 |
|
|
2023
Q3 | $2.58M | Buy |
37,038
+21
| +0.1% | +$1.47K | 0.35% | 27 |
|
|
2023
Q2 | $2.69M | Sell |
37,017
-1,534
| -4% | -$112K | 0.36% | 22 |
|
|
2023
Q1 | $2.85M | Sell |
38,551
-3,473
| -8% | -$256K | 0.49% | 14 |
|
|
2022
Q4 | $3.02M | Sell |
42,024
-5,184
| -11% | -$372K | 0.86% | 8 |
|
|
2022
Q3 | $3.36M | Buy |
47,208
+5,626
| +14% | +$400K | 0.99% | 9 |
|
|
2022
Q2 | $3.13M | Buy |
41,582
+1,466
| +4% | +$110K | 0.88% | 10 |
|
|
2022
Q1 | $3.19M | Buy |
40,116
+5,390
| +16% | +$428K | 0.73% | 9 |
|
|
2021
Q4 | $3.07M | Buy |
34,726
+5,231
| +18% | +$462K | 0.38% | 19 |
|
|
2021
Q3 | $2.52M | Buy |
29,495
+4,029
| +16% | +$344K | 0.37% | 20 |
|
|
2021
Q2 | $1.97M | Buy |
25,466
+2,934
| +13% | +$227K | 0.37% | 18 |
|
|
2021
Q1 | $1.92M | Buy |
22,532
+6,484
| +40% | +$551K | 0.34% | 15 |
|
|
2020
Q4 | $1.41M | Buy |
16,048
+3,929
| +32% | +$346K | 0.28% | 21 |
|
|
2020
Q3 | $1.07M | Buy |
12,119
+1,471
| +14% | +$130K | 0.24% | 22 |
|
|
2020
Q2 | $940K | Buy |
10,648
+593
| +6% | +$52.4K | 0.26% | 20 |
|
|
2020
Q1 | $879K | Sell |
10,055
-6,125
| -38% | -$535K | 0.37% | 12 |
|
|
2019
Q4 | $1.26M | Buy |
16,180
+6,663
| +70% | +$519K | 0.43% | 13 |
|
|
2019
Q3 | $803K | Buy |
9,517
+107
| +1% | +$9.03K | 0.34% | 13 |
|
|
2019
Q2 | $779K | Sell |
9,410
-59
| -0.6% | -$4.88K | 0.35% | 13 |
|
|
2019
Q1 | $766K | Buy |
+9,469
| New | +$766K | 0.38% | 15 |
|