Life Planning 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 | $1.15M | Sell |
15,631
-244
| -2% | -$18K | 0.92% | 29 |
|
|
2025
Q1 | $1.17M | Sell |
15,875
-1,890
| -11% | -$139K | 1.06% | 25 |
|
|
2024
Q4 | $1.28M | Sell |
17,765
-1,444
| -8% | -$104K | 1.18% | 20 |
|
|
2024
Q3 | $1.44M | Buy |
19,209
+406
| +2% | +$30.5K | 1.29% | 19 |
|
|
2024
Q2 | $1.35M | Buy |
18,803
+1,833
| +11% | +$132K | 1.23% | 20 |
|
|
2024
Q1 | $1.23M | Buy |
16,970
+1,460
| +9% | +$106K | 1.23% | 21 |
|
|
2023
Q4 | $1.14M | Buy |
+15,510
| New | +$1.14M | 1.12% | 22 |
|
|
2022
Q3 | $1.06M | Buy |
14,821
+738
| +5% | +$52.6K | 1.21% | 22 |
|
|
2022
Q2 | $1.06M | Buy |
14,083
+1,184
| +9% | +$89.2K | 1.19% | 22 |
|
|
2022
Q1 | $1.03M | Buy |
12,899
+307
| +2% | +$24.4K | 1.05% | 23 |
|
|
2021
Q4 | $1.07M | Buy |
+12,592
| New | +$1.07M | 1.07% | 23 |
|