Investment Research & 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 | $1.25M | Buy |
16,936
+917
| +6% | +$67.5K | 0.46% | 42 |
|
|
2025
Q1 | $1.18M | Buy |
16,019
+1,180
| +8% | +$86.7K | 0.49% | 41 |
|
|
2024
Q4 | $1.07M | Buy |
14,839
+1,770
| +14% | +$127K | 0.44% | 41 |
|
|
2024
Q3 | $982K | Buy |
13,069
+1,691
| +15% | +$127K | 0.41% | 42 |
|
|
2024
Q2 | $820K | Sell |
11,378
-90
| -0.8% | -$6.49K | 0.36% | 44 |
|
|
2024
Q1 | $833K | Sell |
11,468
-17,768
| -61% | -$1.29M | 0.38% | 44 |
|
|
2023
Q4 | $2.15M | Buy |
29,236
+17,612
| +152% | +$1.3M | 1.1% | 29 |
|
|
2023
Q3 | $811K | Sell |
11,624
-1,133
| -9% | -$79.1K | 0.46% | 44 |
|
|
2023
Q2 | $927K | Buy |
12,757
+380
| +3% | +$27.6K | 0.54% | 43 |
|
|
2023
Q1 | $914K | Sell |
12,377
-45,719
| -79% | -$3.38M | 0.59% | 42 |
|
|
2022
Q4 | $4.17M | Buy |
58,096
+45,323
| +355% | +$3.26M | 2.74% | 6 |
|
|
2022
Q3 | $911K | Buy |
12,773
+8,729
| +216% | +$623K | 0.68% | 41 |
|
|
2022
Q2 | $304K | Hold |
4,044
| – | – | 0.22% | 54 |
|
|
2022
Q1 | $322K | Buy |
4,044
+104
| +3% | +$8.28K | 0.2% | 55 |
|
|
2021
Q4 | $334K | Buy |
3,940
+316
| +9% | +$26.8K | 0.2% | 52 |
|
|
2021
Q3 | $310K | Sell |
3,624
-169
| -4% | -$14.5K | 0.2% | 52 |
|
|
2021
Q2 | $326K | Buy |
3,793
+66
| +2% | +$5.67K | 0.21% | 51 |
|
|
2021
Q1 | $316K | Hold |
3,727
| – | – | 0.23% | 49 |
|
|
2020
Q4 | $329K | Buy |
3,727
+24
| +0.6% | +$2.12K | 0.24% | 48 |
|
|
2020
Q3 | $327K | Buy |
3,703
+12
| +0.3% | +$1.06K | 0.27% | 43 |
|
|
2020
Q2 | $326K | Sell |
3,691
-71,666
| -95% | -$6.33M | 0.29% | 44 |
|
|
2020
Q1 | $6.43M | Buy |
75,357
+71,999
| +2,144% | +$6.15M | 5.96% | 2 |
|
|
2019
Q4 | $282K | Buy |
+3,358
| New | +$282K | 0.26% | 42 |
|