Koss-Olinger Consulting’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 | $247K | Sell |
3,356
-159
| -5% | -$11.7K | 0.02% | 286 |
|
2025
Q1 | $258K | Buy |
+3,515
| New | +$258K | 0.02% | 267 |
|
2024
Q4 | – | Sell |
-3,168
| Closed | -$238K | – | 199 |
|
2024
Q3 | $238K | Hold |
3,168
| – | – | 0.02% | 244 |
|
2024
Q2 | $228K | Buy |
+3,168
| New | +$228K | 0.02% | 236 |
|
2024
Q1 | – | Sell |
-3,111
| Closed | -$229K | – | 72 |
|
2023
Q4 | $229K | Buy |
+3,111
| New | +$229K | 0.02% | 281 |
|
2023
Q2 | – | Sell |
-6,257
| Closed | -$462K | – | 284 |
|
2023
Q1 | $462K | Hold |
6,257
| – | – | 0.06% | 137 |
|
2022
Q4 | $450K | Sell |
6,257
-3,396
| -35% | -$244K | 0.06% | 127 |
|
2022
Q3 | $689K | Buy |
9,653
+6,692
| +226% | +$478K | 0.12% | 76 |
|
2022
Q2 | $223K | Sell |
2,961
-456,683
| -99% | -$34.4M | 0.04% | 152 |
|
2022
Q1 | $36.6M | Buy |
459,644
+32,390
| +8% | +$2.58M | 5.88% | 4 |
|
2021
Q4 | $36.2M | Buy |
427,254
+424,797
| +17,289% | +$36M | 5.58% | 4 |
|
2021
Q3 | $210K | Hold |
2,457
| – | – | 0.03% | 203 |
|
2021
Q2 | $211K | Hold |
2,457
| – | – | 0.03% | 217 |
|
2021
Q1 | $208K | Buy |
+2,457
| New | +$208K | 0.04% | 208 |
|