L.M. Kohn & Company’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 | $266K | Sell |
3,618
-250
| -6% | -$18.4K | 0.07% | 225 |
|
|
2025
Q1 | $284K | Sell |
3,868
-325
| -8% | -$23.9K | 0.07% | 209 |
|
|
2024
Q4 | $302K | Sell |
4,193
-790
| -16% | -$56.8K | 0.08% | 188 |
|
|
2024
Q3 | $374K | Buy |
4,983
+300
| +6% | +$22.5K | 0.09% | 179 |
|
|
2024
Q2 | $337K | Sell |
4,683
-5
| -0.1% | -$360 | 0.09% | 189 |
|
|
2024
Q1 | $340K | Buy |
4,688
+705
| +18% | +$51.2K | 0.1% | 184 |
|
|
2023
Q4 | $293K | Sell |
3,983
-128
| -3% | -$9.41K | 0.09% | 185 |
|
|
2023
Q3 | $287K | Hold |
4,111
| – | – | 0.1% | 176 |
|
|
2023
Q2 | $299K | Buy |
4,111
+128
| +3% | +$9.3K | 0.11% | 167 |
|
|
2023
Q1 | $294K | Hold |
3,983
| – | – | 0.12% | 164 |
|
|
2022
Q4 | $286K | Sell |
3,983
-78
| -2% | -$5.6K | 0.13% | 161 |
|
|
2022
Q3 | $290K | Hold |
4,061
| – | – | 0.14% | 154 |
|
|
2022
Q2 | $306K | Hold |
4,061
| – | – | 0.14% | 163 |
|
|
2022
Q1 | $324K | Buy |
+4,061
| New | +$324K | 0.12% | 180 |
|