Investment Advisory Group’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 | $2.11M | Buy |
28,687
+3,157
| +12% | +$232K | 0.64% | 41 |
|
|
2025
Q1 | $1.88M | Buy |
25,530
+660
| +3% | +$48.5K | 0.63% | 39 |
|
|
2024
Q4 | $1.79M | Buy |
24,870
+6,373
| +34% | +$458K | 0.6% | 44 |
|
|
2024
Q3 | $1.39M | Buy |
18,497
+2,632
| +17% | +$198K | 0.48% | 51 |
|
|
2024
Q2 | $1.14M | Buy |
15,865
+312
| +2% | +$22.5K | 0.44% | 53 |
|
|
2024
Q1 | $1.13M | Buy |
15,553
+1,638
| +12% | +$119K | 0.47% | 47 |
|
|
2023
Q4 | $1.02M | Buy |
13,915
+4,123
| +42% | +$303K | 0.47% | 48 |
|
|
2023
Q3 | $683K | Buy |
9,792
+1,582
| +19% | +$110K | 0.36% | 57 |
|
|
2023
Q2 | $597K | Buy |
8,210
+434
| +6% | +$31.5K | 0.31% | 64 |
|
|
2023
Q1 | $574K | Buy |
7,776
+502
| +7% | +$37.1K | 0.33% | 66 |
|
|
2022
Q4 | $523K | Sell |
7,274
-151
| -2% | -$10.8K | 0.32% | 66 |
|
|
2022
Q3 | $530K | Buy |
7,425
+375
| +5% | +$26.8K | 0.37% | 57 |
|
|
2022
Q2 | $529K | Buy |
7,050
+1,248
| +22% | +$93.6K | 0.36% | 58 |
|
|
2022
Q1 | $462K | Hold |
5,802
| – | – | 0.28% | 74 |
|
|
2021
Q4 | $471K | Buy |
+5,802
| New | +$471K | 0.3% | 66 |
|