Key Financial Inc’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 | $628K | Buy |
8,529
+2
| +0% | +$147 | 0.13% | 139 |
|
|
2025
Q1 | $626K | Sell |
8,527
-142
| -2% | -$10.4K | 0.14% | 131 |
|
|
2024
Q4 | $623K | Buy |
8,669
+140
| +2% | +$10.1K | 0.14% | 128 |
|
|
2024
Q3 | $641K | Buy |
8,529
+2
| +0% | +$150 | 0.14% | 131 |
|
|
2024
Q2 | $614K | Buy |
8,527
+2
| +0% | +$144 | 0.15% | 121 |
|
|
2024
Q1 | $619K | Buy |
8,525
+1
| +0% | +$73 | 0.16% | 114 |
|
|
2023
Q4 | $627K | Sell |
8,524
-152
| -2% | -$11.2K | 0.17% | 104 |
|
|
2023
Q3 | $605K | Buy |
8,676
+2
| +0% | +$140 | 0.2% | 92 |
|
|
2023
Q2 | $631K | Buy |
8,674
+156
| +2% | +$11.3K | 0.21% | 92 |
|
|
2023
Q1 | $629K | Buy |
8,518
+1,607
| +23% | +$119K | 0.23% | 84 |
|
|
2022
Q4 | $493K | Hold |
6,911
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $493K | Sell |
6,911
-1,207
| -15% | -$86.1K | 0.23% | 81 |
|
|
2022
Q2 | $615K | Buy |
8,118
+1,086
| +15% | +$82.3K | 0.33% | 55 |
|
|
2022
Q1 | $559K | Buy |
7,032
+1
| +0% | +$79 | 0.28% | 66 |
|
|
2021
Q4 | $596K | Buy |
7,031
+197
| +3% | +$16.7K | 0.3% | 67 |
|
|
2021
Q3 | $584K | Hold |
6,834
| – | – | 0.33% | 61 |
|
|
2021
Q2 | $593K | Hold |
6,834
| – | – | 0.33% | 57 |
|
|
2021
Q1 | $579K | Sell |
6,834
-330
| -5% | -$28K | 0.38% | 53 |
|
|
2020
Q4 | $632K | Buy |
7,164
+2,341
| +49% | +$207K | 0.47% | 42 |
|
|
2020
Q3 | $425K | Buy |
+4,823
| New | +$425K | 0.44% | 56 |
|
|
2020
Q2 | – | Sell |
-2,111
| Closed | -$182K | – | 149 |
|
|
2020
Q1 | $182K | Sell |
2,111
-3,684
| -64% | -$318K | 0.19% | 96 |
|
|
2019
Q4 | $486K | Buy |
+5,795
| New | +$486K | 0.46% | 53 |
|