IC
Inscription Capital’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
171,631
-33,599
| -16% | -$2.47M | 1.82% | 8 |
|
|
2025
Q1 | $14.9M | Buy |
+205,230
| New | +$14.9M | 2.46% | 8 |
|
|
2024
Q3 | $14.4M | Sell |
191,140
-17,521
| -8% | -$1.32M | 2.13% | 10 |
|
|
2024
Q2 | $15M | Buy |
208,661
+3,431
| +2% | +$247K | 2.42% | 7 |
|
|
2024
Q1 | $14.9M | Buy |
205,230
+75,697
| +58% | +$5.5M | 2.46% | 8 |
|
|
2023
Q4 | $9.53M | Sell |
129,533
-19,760
| -13% | -$1.45M | 2.6% | 7 |
|
|
2023
Q3 | $10.4M | Buy |
149,293
+3,054
| +2% | +$213K | 3.4% | 6 |
|
|
2023
Q2 | $10.6M | Sell |
146,239
-119,594
| -45% | -$8.69M | 3.31% | 6 |
|
|
2023
Q1 | $19.6M | Buy |
265,833
+114,342
| +75% | +$8.44M | 5.18% | 4 |
|
|
2022
Q4 | $10.9M | Buy |
151,491
+137
| +0.1% | +$9.84K | 3.72% | 5 |
|
|
2022
Q3 | $10.8M | Sell |
151,354
-6,104
| -4% | -$435K | 3.05% | 6 |
|
|
2022
Q2 | $11.9M | Buy |
157,458
+431
| +0.3% | +$32.4K | 2.14% | 10 |
|
|
2022
Q1 | $12.5M | Buy |
157,027
+59,656
| +61% | +$4.75M | 3.57% | 6 |
|
|
2021
Q4 | $8.25M | Sell |
97,371
-6,498
| -6% | -$551K | 2.25% | 8 |
|
|
2021
Q3 | $8.88M | Buy |
+103,869
| New | +$8.88M | 2.78% | 7 |
|
|
2021
Q2 | – | Sell |
-109,474
| Closed | -$9.28M | – | 320 |
|
|
2021
Q1 | $9.28M | Buy |
109,474
+49,266
| +82% | +$4.17M | 3.17% | 6 |
|
|
2020
Q4 | $5.31M | Buy |
60,208
+32,704
| +119% | +$2.88M | 2.05% | 10 |
|
|
2020
Q3 | $2.43M | Buy |
+27,504
| New | +$2.43M | 1.08% | 22 |
|