Joule Financial’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 | $61.7M | Buy |
837,820
+18,962
| +2% | +$1.4M | 20.03% | 1 |
|
|
2025
Q1 | $60.1M | Buy |
818,858
+23,801
| +3% | +$1.75M | 21.11% | 1 |
|
|
2024
Q4 | $57.2M | Buy |
795,057
+53,811
| +7% | +$3.87M | 20.21% | 1 |
|
|
2024
Q3 | $55.7M | Buy |
741,246
+57,786
| +8% | +$4.34M | 20.26% | 1 |
|
|
2024
Q2 | $49.2M | Buy |
683,460
+17,857
| +3% | +$1.29M | 20.02% | 1 |
|
|
2024
Q1 | $48.3M | Buy |
665,603
+59,666
| +10% | +$4.33M | 19.91% | 1 |
|
|
2023
Q4 | $44.6M | Sell |
605,937
-10,947
| -2% | -$805K | 20.7% | 1 |
|
|
2023
Q3 | $43M | Buy |
616,884
+72,460
| +13% | +$5.06M | 21.98% | 1 |
|
|
2023
Q2 | $39.6M | Buy |
544,424
+29,161
| +6% | +$2.12M | 20.39% | 1 |
|
|
2023
Q1 | $38M | Buy |
515,263
+336,540
| +188% | +$24.8M | 20.42% | 1 |
|
|
2022
Q4 | $12.8M | Buy |
178,723
+145,601
| +440% | +$10.5M | 8.51% | 1 |
|
|
2022
Q3 | $2.36M | Buy |
+33,122
| New | +$2.36M | 1.77% | 18 |
|