Keel Point’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
$4.66M Sell
63,280
-2,620
-4% -$193K 0.31% 59
2025
Q1
$4.84M Sell
65,900
-18,849
-22% -$1.38M 0.38% 47
2024
Q4
$6.09M Buy
84,749
+48,116
+131% +$3.46M 0.49% 35
2024
Q3
$2.75M Sell
36,633
-936
-2% -$70.3K 0.23% 77
2024
Q2
$2.79M Sell
37,569
-13,449
-26% -$999K 0.25% 71
2024
Q1
$3.71M Buy
51,018
+12,213
+31% +$887K 0.38% 58
2023
Q4
$2.85M Buy
+38,805
New +$2.85M 0.34% 58
2022
Q2
Sell
-23,636
Closed -$1.88M 263
2022
Q1
$1.88M Buy
+23,636
New +$1.88M 0.28% 65