Kathryn A. Hall’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-60,679
| Closed | -$4.56M | – | 21 |
|
2024
Q3 | $4.56M | Hold |
60,679
| – | – | 0.96% | 20 |
|
2024
Q2 | $4.37M | Hold |
60,679
| – | – | 1.01% | 19 |
|
2024
Q1 | $4.41M | Hold |
60,679
| – | – | 1.02% | 17 |
|
2023
Q4 | $4.46M | Buy |
60,679
+3,500
| +6% | +$257K | 1.26% | 17 |
|
2023
Q3 | $3.99M | Buy |
57,179
+35,000
| +158% | +$2.44M | 1.35% | 20 |
|
2023
Q2 | $1.61M | Hold |
22,179
| – | – | 0.53% | 31 |
|
2023
Q1 | $1.64M | Hold |
22,179
| – | – | 0.48% | 37 |
|
2022
Q4 | $1.59M | Sell |
22,179
-1,355
| -6% | -$97.3K | 0.65% | 32 |
|
2022
Q3 | $1.68M | Hold |
23,534
| – | – | 0.7% | 30 |
|
2022
Q2 | $1.77M | Sell |
23,534
-3,966
| -14% | -$298K | 0.65% | 30 |
|
2022
Q1 | $2.19M | Hold |
27,500
| – | – | 0.66% | 31 |
|
2021
Q4 | $2.33M | Buy |
+27,500
| New | +$2.33M | 0.54% | 28 |
|