HP
HT Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
78,303
-8,277
| -10% | -$609K | 1.76% | 8 |
|
|
2025
Q1 | $6.36M | Buy |
86,580
+892
| +1% | +$65.5K | 2.18% | 8 |
|
|
2024
Q4 | $6.16M | Buy |
85,688
+65,774
| +330% | +$4.73M | 2.1% | 7 |
|
|
2024
Q3 | $1.5M | Sell |
19,914
-1,370
| -6% | -$103K | 0.53% | 19 |
|
|
2024
Q2 | $1.53M | Sell |
21,284
-9,028
| -30% | -$650K | 0.54% | 18 |
|
|
2024
Q1 | $2.2M | Buy |
30,312
+4,891
| +19% | +$355K | 0.8% | 14 |
|
|
2023
Q4 | $1.87M | Buy |
25,421
+5,016
| +25% | +$369K | 0.75% | 15 |
|
|
2023
Q3 | $1.42M | Buy |
20,405
+1,537
| +8% | +$107K | 0.43% | 20 |
|
|
2023
Q2 | $1.37M | Buy |
18,868
+249
| +1% | +$18.1K | 0.39% | 22 |
|
|
2023
Q1 | $1.37M | Buy |
18,619
+1,113
| +6% | +$82.2K | 0.41% | 21 |
|
|
2022
Q4 | $1.26M | Buy |
17,506
+4,684
| +37% | +$336K | 0.41% | 20 |
|
|
2022
Q3 | $915K | Buy |
12,822
+41
| +0.3% | +$2.93K | 0.39% | 18 |
|
|
2022
Q2 | $962K | Sell |
12,781
-232,122
| -95% | -$17.5M | 0.38% | 20 |
|
|
2022
Q1 | $19.5M | Sell |
244,903
-12,025
| -5% | -$956K | 6% | 3 |
|
|
2021
Q4 | $21.8M | Buy |
256,928
+167,524
| +187% | +$14.2M | 6.36% | 3 |
|
|
2021
Q3 | $7.64M | Sell |
89,404
-1,027
| -1% | -$87.8K | 2.34% | 9 |
|
|
2021
Q2 | $7.77M | Buy |
90,431
+293
| +0.3% | +$25.2K | 2.39% | 9 |
|
|
2021
Q1 | $7.64M | Buy |
90,138
+2,952
| +3% | +$250K | 2.52% | 9 |
|
|
2020
Q4 | $7.69M | Buy |
87,186
+4,801
| +6% | +$423K | 2.6% | 9 |
|
|
2020
Q3 | $7.27M | Buy |
82,385
+858
| +1% | +$75.7K | 2.76% | 8 |
|
|
2020
Q2 | $7.2M | Sell |
81,527
-881
| -1% | -$77.8K | 2.9% | 8 |
|
|
2020
Q1 | $7.03M | Buy |
82,408
+70,957
| +620% | +$6.06M | 3.23% | 8 |
|
|
2019
Q4 | $960K | Buy |
11,451
+378
| +3% | +$31.7K | 0.38% | 12 |
|
|
2019
Q3 | $935K | Buy |
11,073
+62
| +0.6% | +$5.24K | 0.39% | 12 |
|
|
2019
Q2 | $915K | Buy |
11,011
+5,235
| +91% | +$435K | 0.39% | 11 |
|
|
2019
Q1 | $469K | Sell |
5,776
-73
| -1% | -$5.93K | 0.2% | 15 |
|
|
2018
Q4 | $463K | Sell |
5,849
-401,444
| -99% | -$31.8M | 0.22% | 16 |
|
|
2018
Q3 | $32M | Buy |
+407,293
| New | +$32M | 12.71% | 3 |
|
|
2016
Q1 | – | Sell |
-2,929
| Closed | -$237K | – | 23 |
|
|
2015
Q4 | $237K | Hold |
2,929
| – | – | 0.15% | 40 |
|
|
2015
Q3 | $240K | Buy |
+2,929
| New | +$240K | 0.16% | 26 |
|
|
2014
Q1 | – | Sell |
-14,399
| Closed | -$1.15M | – | 31 |
|
|
2013
Q4 | $1.15M | Hold |
14,399
| – | – | 0.74% | 22 |
|
|
2013
Q3 | $1.17M | Buy |
+14,399
| New | +$1.17M | 0.75% | 25 |
|