HTG Investment 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 | $3.71M | Buy |
50,454
+14,723
| +41% | +$1.08M | 1.38% | 19 |
|
|
2025
Q1 | $2.62M | Sell |
35,731
-3,603
| -9% | -$265K | 1.09% | 22 |
|
|
2024
Q4 | $2.83M | Buy |
39,334
+7,572
| +24% | +$545K | 1.29% | 20 |
|
|
2024
Q3 | $2.39M | Buy |
31,762
+13,618
| +75% | +$1.02M | 1.13% | 20 |
|
|
2024
Q2 | $1.31M | Buy |
18,144
+7,375
| +68% | +$531K | 0.7% | 26 |
|
|
2024
Q1 | $782K | Buy |
10,769
+4,268
| +66% | +$310K | 0.45% | 30 |
|
|
2023
Q4 | $478K | Buy |
+6,501
| New | +$478K | 0.31% | 38 |
|