Joel Isaacson & 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 | $535K | Buy |
7,269
+7
| +0.1% | +$515 | 0.02% | 242 |
|
|
2025
Q1 | $533K | Buy |
7,262
+478
| +7% | +$35.1K | 0.02% | 233 |
|
|
2024
Q4 | $488K | Sell |
6,784
-16
| -0.2% | -$1.15K | 0.02% | 233 |
|
|
2024
Q3 | $511K | Sell |
6,800
-708
| -9% | -$53.2K | 0.02% | 213 |
|
|
2024
Q2 | $541K | Sell |
7,508
-540
| -7% | -$38.9K | 0.03% | 201 |
|
|
2024
Q1 | $585K | Buy |
8,048
+138
| +2% | +$10K | 0.03% | 194 |
|
|
2023
Q4 | $582K | Sell |
7,910
-673
| -8% | -$49.5K | 0.04% | 174 |
|
|
2023
Q3 | $599K | Sell |
8,583
-207
| -2% | -$14.4K | 0.04% | 166 |
|
|
2023
Q2 | $639K | Sell |
8,790
-448
| -5% | -$32.6K | 0.04% | 161 |
|
|
2023
Q1 | $682K | Buy |
9,238
+4,821
| +109% | +$356K | 0.05% | 147 |
|
|
2022
Q4 | $317K | Buy |
4,417
+1
| +0% | +$72 | 0.02% | 235 |
|
|
2022
Q3 | $315K | Buy |
4,416
+243
| +6% | +$17.3K | 0.03% | 219 |
|
|
2022
Q2 | $314K | Hold |
4,173
| – | – | 0.03% | 227 |
|
|
2022
Q1 | $321K | Hold |
4,173
| – | – | 0.02% | 245 |
|
|
2021
Q4 | $354K | Sell |
4,173
-235
| -5% | -$19.9K | 0.02% | 238 |
|
|
2021
Q3 | $377K | Hold |
4,408
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $379K | Hold |
4,408
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $373K | Sell |
4,408
-3
| -0.1% | -$254 | 0.03% | 190 |
|
|
2020
Q4 | $389K | Buy |
4,411
+568
| +15% | +$50.1K | 0.04% | 170 |
|
|
2020
Q3 | $339K | Hold |
3,843
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $339K | Buy |
+3,843
| New | +$339K | 0.05% | 153 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$48K | – | 222 |
|
|
2016
Q4 | $48K | Hold |
600
| – | – | 0.01% | 310 |
|
|
2016
Q3 | $50K | Hold |
600
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $51K | Hold |
600
| – | – | 0.01% | 318 |
|
|
2016
Q1 | $50K | Hold |
600
| – | – | 0.01% | 331 |
|
|
2015
Q4 | $48K | Hold |
600
| – | – | 0.01% | 329 |
|
|
2015
Q3 | $49K | Hold |
600
| – | – | 0.01% | 341 |
|
|
2015
Q2 | $49K | Sell |
600
-1,090
| -64% | -$89K | 0.01% | 363 |
|
|
2015
Q1 | $141K | Buy |
1,690
+1,090
| +182% | +$90.9K | 0.04% | 209 |
|
|
2014
Q4 | $49K | Buy |
+600
| New | +$49K | 0.01% | 325 |
|