JT Stratford LLC’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 | $3.78M | Buy |
51,378
+7,349
| +17% | +$541K | 0.57% | 34 |
|
2025
Q1 | $3.23M | Sell |
44,029
-7,808
| -15% | -$574K | 0.57% | 32 |
|
2024
Q4 | $3.73M | Sell |
51,837
-474,495
| -90% | -$34.1M | 0.61% | 31 |
|
2024
Q3 | $39.5M | Buy |
526,332
+88,605
| +20% | +$6.66M | 6.76% | 1 |
|
2024
Q2 | $31.5M | Buy |
437,727
+89,340
| +26% | +$6.44M | 5.86% | 1 |
|
2024
Q1 | $25.3M | Buy |
348,387
+23,569
| +7% | +$1.71M | 5.04% | 1 |
|
2023
Q4 | $23.9M | Buy |
324,818
+60,787
| +23% | +$4.47M | 5.46% | 1 |
|
2023
Q3 | $18.4M | Buy |
264,031
+33,677
| +15% | +$2.35M | 4.75% | 1 |
|
2023
Q2 | $16.7M | Sell |
230,354
-18,477
| -7% | -$1.34M | 4.51% | 2 |
|
2023
Q1 | $18.4M | Sell |
248,831
-24,148
| -9% | -$1.78M | 5.28% | 1 |
|
2022
Q4 | $19.6M | Sell |
272,979
-12,741
| -4% | -$915K | 6.27% | 1 |
|
2022
Q3 | $20.4M | Buy |
285,720
+2,477
| +0.9% | +$177K | 7.25% | 1 |
|
2022
Q2 | $21.3M | Buy |
283,243
+137,146
| +94% | +$10.3M | 6.75% | 1 |
|
2022
Q1 | $11.6M | Sell |
146,097
-4,122
| -3% | -$328K | 3.4% | 3 |
|
2021
Q4 | $12.7M | Buy |
150,219
+114,576
| +321% | +$9.71M | 3.49% | 2 |
|
2021
Q3 | $3.05M | Buy |
35,643
+5,577
| +19% | +$476K | 0.93% | 28 |
|
2021
Q2 | $2.61M | Buy |
30,066
+513
| +2% | +$44.6K | 0.84% | 29 |
|
2021
Q1 | $2.5M | Sell |
29,553
-41,147
| -58% | -$3.48M | 0.88% | 27 |
|
2020
Q4 | $6.23M | Buy |
70,700
+2,504
| +4% | +$221K | 2.34% | 9 |
|
2020
Q3 | $6.02M | Buy |
68,196
+14,354
| +27% | +$1.27M | 2.59% | 10 |
|
2020
Q2 | $4.76M | Buy |
53,842
+139
| +0.3% | +$12.3K | 2.45% | 8 |
|
2020
Q1 | $4.6M | Buy |
53,703
+1,339
| +3% | +$115K | 2.81% | 6 |
|
2019
Q4 | $4.39M | Buy |
52,364
+35,187
| +205% | +$2.95M | 2.01% | 8 |
|
2019
Q3 | $1.43M | Hold |
17,177
| – | – | 0.8% | 42 |
|
2019
Q2 | $1.43M | Sell |
17,177
-439
| -2% | -$36.4K | 0.79% | 39 |
|
2019
Q1 | $1.43M | Sell |
17,616
-3,111
| -15% | -$253K | 0.82% | 45 |
|
2018
Q4 | $1.64M | Sell |
20,727
-473
| -2% | -$37.5K | 1.09% | 34 |
|
2018
Q3 | $1.67M | Buy |
21,200
+9,731
| +85% | +$766K | 0.96% | 39 |
|
2018
Q2 | $908K | Buy |
11,469
+5,778
| +102% | +$457K | 0.56% | 52 |
|
2018
Q1 | $455K | Sell |
5,691
-5,013
| -47% | -$401K | 0.28% | 76 |
|
2017
Q4 | $873K | Buy |
10,704
+7,245
| +209% | +$591K | 0.57% | 51 |
|
2017
Q3 | $283K | Buy |
3,459
+816
| +31% | +$66.8K | 0.18% | 93 |
|
2017
Q2 | $216K | Buy |
+2,643
| New | +$216K | 0.15% | 99 |
|