Intelligent Financial Strategies’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 | $202K | Hold |
2,750
| – | – | 0.11% | 37 |
|
|
2025
Q1 | $202K | Sell |
2,750
-545
| -17% | -$40K | 0.11% | 37 |
|
|
2024
Q4 | $237K | Sell |
3,295
-180
| -5% | -$12.9K | 0.13% | 37 |
|
|
2024
Q3 | $261K | Hold |
3,475
| – | – | 0.14% | 36 |
|
|
2024
Q2 | $250K | Hold |
3,475
| – | – | 0.15% | 36 |
|
|
2024
Q1 | $252K | Sell |
3,475
-5,397
| -61% | -$392K | 0.16% | 39 |
|
|
2023
Q4 | $653K | Buy |
8,872
+48
| +0.5% | +$3.53K | 0.46% | 26 |
|
|
2023
Q3 | $616K | Buy |
8,824
+34
| +0.4% | +$2.37K | 0.46% | 27 |
|
|
2023
Q2 | $639K | Sell |
8,790
-3,189
| -27% | -$232K | 0.47% | 27 |
|
|
2023
Q1 | $884K | Buy |
+11,979
| New | +$884K | 0.69% | 23 |
|
|
2022
Q1 | – | Sell |
-26,237
| Closed | -$2.22M | – | 113 |
|
|
2021
Q4 | $2.22M | Buy |
+26,237
| New | +$2.22M | 2% | 11 |
|