Leeward Financial Partners’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 | $3.87M | Buy |
52,521
+3,014
| +6% | +$222K | 1.23% | 26 |
|
|
2025
Q1 | $3.64M | Buy |
49,507
+7,860
| +19% | +$577K | 1.36% | 25 |
|
|
2024
Q4 | $2.99M | Buy |
41,647
+5,833
| +16% | +$419K | 1.07% | 33 |
|
|
2024
Q3 | $2.69M | Buy |
35,814
+85
| +0.2% | +$6.38K | 1.01% | 34 |
|
|
2024
Q2 | $2.57M | Buy |
35,729
+2,406
| +7% | +$173K | 1.05% | 31 |
|
|
2024
Q1 | $2.42M | Buy |
33,323
+401
| +1% | +$29.1K | 1.02% | 33 |
|
|
2023
Q4 | $2.42M | Sell |
32,922
-2,054
| -6% | -$151K | 1.17% | 31 |
|
|
2023
Q3 | $2.44M | Sell |
34,976
-1,340
| -4% | -$93.5K | 1.35% | 27 |
|
|
2023
Q2 | $2.64M | Sell |
36,316
-11,714
| -24% | -$851K | 1.52% | 21 |
|
|
2023
Q1 | $3.55M | Sell |
48,030
-17,742
| -27% | -$1.31M | 2.17% | 16 |
|
|
2022
Q4 | $4.73M | Buy |
65,772
+17,363
| +36% | +$1.25M | 3.26% | 9 |
|
|
2022
Q3 | $3.45M | Buy |
48,409
+824
| +2% | +$58.8K | 2.48% | 16 |
|
|
2022
Q2 | $3.58M | Sell |
47,585
-9,630
| -17% | -$725K | 2.46% | 15 |
|
|
2022
Q1 | $4.55M | Sell |
57,215
-250
| -0.4% | -$19.9K | 2.81% | 12 |
|
|
2021
Q4 | $4.87M | Buy |
+57,465
| New | +$4.87M | 3.04% | 9 |
|