HUB Investment Partners’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 | $1.04M | Buy |
14,107
+1,667
| +13% | +$123K | 0.03% | 249 |
|
|
2025
Q1 | $914K | Buy |
12,440
+473
| +4% | +$34.7K | 0.04% | 235 |
|
|
2024
Q4 | $861K | Buy |
11,967
+106
| +0.9% | +$7.62K | 0.04% | 225 |
|
|
2024
Q3 | $891K | Buy |
11,861
+4,053
| +52% | +$304K | 0.04% | 211 |
|
|
2024
Q2 | $563K | Sell |
7,808
-200
| -2% | -$14.4K | 0.02% | 259 |
|
|
2024
Q1 | $582K | Sell |
8,008
-31
| -0.4% | -$2.25K | 0.03% | 250 |
|
|
2023
Q4 | $591K | Buy |
+8,039
| New | +$591K | 0.04% | 213 |
|
|
2023
Q2 | – | Sell |
-3,168
| Closed | -$234K | – | 244 |
|
|
2023
Q1 | $234K | Buy |
+3,168
| New | +$234K | 0.05% | 184 |
|