Journey Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Sell |
16,926
-533,127
| -97% | -$39.6M | 0.11% | 131 |
|
|
2025
Q4 | $40.7M | Buy |
550,053
+26,727
| +5% | +$1.99M | 3.43% | 4 |
|
|
2025
Q3 | $38.9M | Buy |
523,326
+9,139
| +2% | +$673K | 2.88% | 5 |
|
|
2025
Q2 | $37.9M | Buy |
514,187
+29,642
| +6% | +$2.16M | 2.94% | 4 |
|
|
2025
Q1 | $35.6M | Buy |
484,545
+105,529
| +28% | +$7.66M | 2.91% | 3 |
|
|
2024
Q4 | $27.3M | Hold |
379,016
| – | – | 3.27% | 5 |
|
|
2024
Q3 | $27.3M | Hold |
379,016
| – | – | 3.27% | 5 |
|
|
2024
Q2 | $27.3M | Buy |
379,016
+69,096
| +22% | +$4.95M | 3.26% | 5 |
|
|
2024
Q1 | $22.5M | Buy |
309,920
+166,562
| +116% | +$12.1M | 2.77% | 7 |
|
|
2023
Q4 | $10.5M | Buy |
143,358
+13,805
| +11% | +$975K | 1.43% | 19 |
|
|
2023
Q3 | $9.04M | Buy |
129,553
+24,394
| +23% | +$1.74M | 1.35% | 20 |
|
|
2023
Q2 | $7.64M | Buy |
105,159
+33,184
| +46% | +$2.43M | 1.14% | 22 |
|
|
2023
Q1 | $5.31M | Buy |
71,975
+16,948
| +31% | +$1.24M | 0.83% | 30 |
|
|
2022
Q4 | $3.95M | Sell |
55,027
-124,331
| -69% | -$8.91M | 0.98% | 25 |
|
|
2022
Q3 | $12.8M | Sell |
179,358
-8,856
| -5% | -$663K | 3.26% | 7 |
|
|
2022
Q2 | $14.5M | Buy |
188,214
+13,717
| +8% | +$1.04M | 3.33% | 7 |
|
|
2022
Q1 | $13.9M | Buy |
174,497
+57,792
| +50% | +$4.72M | 3.51% | 6 |
|
|
2021
Q4 | $9.89M | Buy |
116,705
+11,278
| +11% | +$961K | 2.73% | 6 |
|
|
2021
Q3 | $9.01M | Buy |
105,427
+9,731
| +10% | +$840K | 2.92% | 6 |
|
|
2021
Q2 | $8.22M | Buy |
95,696
+13,748
| +17% | +$1.17M | 2.61% | 7 |
|
|
2021
Q1 | $6.94M | Buy |
81,948
+11,568
| +16% | +$998K | 2.43% | 9 |
|
|
2020
Q4 | $6.21M | Buy |
+70,380
| New | +$6.19M | 2.32% | 10 |
|
Other funds holding BND
VAI
AF
