J.W. Burns & Co’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 | $2.19M | Sell |
29,773
-4,407
| -13% | -$324K | 0.27% | 65 |
|
|
2025
Q1 | $2.51M | Sell |
34,180
-337
| -1% | -$24.8K | 0.33% | 60 |
|
|
2024
Q4 | $2.48M | Buy |
34,517
+1,342
| +4% | +$96.5K | 0.32% | 61 |
|
|
2024
Q3 | $2.49M | Buy |
33,175
+1,795
| +6% | +$135K | 0.32% | 63 |
|
|
2024
Q2 | $2.26M | Sell |
31,380
-2,770
| -8% | -$200K | 0.31% | 65 |
|
|
2024
Q1 | $2.48M | Buy |
34,150
+312
| +0.9% | +$22.7K | 0.35% | 64 |
|
|
2023
Q4 | $2.49M | Sell |
33,838
-2,131
| -6% | -$157K | 0.37% | 60 |
|
|
2023
Q3 | $2.51M | Buy |
+35,969
| New | +$2.51M | 0.41% | 58 |
|