Keener Financial Planning’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 | $522K | Buy |
7,090
+2,650
| +60% | +$195K | 0.26% | 23 |
|
2025
Q1 | $326K | Sell |
4,440
-2,623
| -37% | -$193K | 0.21% | 30 |
|
2024
Q4 | $507K | Sell |
7,063
-691
| -9% | -$49.6K | 0.3% | 22 |
|
2024
Q3 | $582K | Sell |
7,754
-281
| -3% | -$21.1K | 0.38% | 19 |
|
2024
Q2 | $578K | Buy |
8,035
+180
| +2% | +$12.9K | 0.38% | 19 |
|
2024
Q1 | $571K | Sell |
7,855
-1,763
| -18% | -$128K | 0.39% | 18 |
|
2023
Q4 | $707K | Buy |
+9,618
| New | +$707K | 0.55% | 17 |
|