Lion Street Advisors’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 | $967K | Buy |
13,138
+397
| +3% | +$29.2K | 0.29% | 79 |
|
|
2025
Q1 | $936K | Sell |
12,741
-399
| -3% | -$29.3K | 0.3% | 72 |
|
|
2024
Q4 | $945K | Sell |
13,140
-483
| -4% | -$34.7K | 0.3% | 72 |
|
|
2024
Q3 | $1.02M | Sell |
13,623
-9,676
| -42% | -$727K | 0.36% | 61 |
|
|
2024
Q2 | $1.68M | Buy |
23,299
+2,877
| +14% | +$207K | 0.62% | 31 |
|
|
2024
Q1 | $1.5M | Hold |
20,422
| – | – | 0.61% | 30 |
|
|
2023
Q4 | $1.5M | Buy |
20,422
+205
| +1% | +$15.1K | 0.62% | 30 |
|
|
2023
Q3 | $1.41M | Sell |
20,217
-8,077
| -29% | -$564K | 0.46% | 38 |
|
|
2023
Q2 | $2.42M | Buy |
28,294
+11,819
| +72% | +$1.01M | 0.81% | 14 |
|
|
2023
Q1 | $1.22M | Buy |
16,475
+8,642
| +110% | +$638K | 0.38% | 40 |
|
|
2022
Q4 | $669K | Sell |
7,833
-5,641
| -42% | -$482K | 0.35% | 42 |
|
|
2022
Q3 | $960K | Buy |
13,474
+5,641
| +72% | +$402K | 0.48% | 25 |
|
|
2022
Q2 | $669K | Sell |
7,833
-729
| -9% | -$62.3K | 0.35% | 42 |
|
|
2022
Q1 | $681K | Buy |
8,562
+729
| +9% | +$58K | 0.35% | 42 |
|
|
2021
Q4 | $664K | Sell |
7,833
-3
| -0% | -$254 | 0.32% | 45 |
|
|
2021
Q3 | $670K | Buy |
7,836
+7,636
| +3,818% | +$653K | 0.36% | 41 |
|
|
2021
Q2 | $17.2K | Buy |
+200
| New | +$17.2K | 0.62% | 38 |
|
|
2021
Q1 | – | Sell |
-15,734
| Closed | -$1.39M | – | 17 |
|
|
2020
Q4 | $1.39M | Buy |
15,734
+542
| +4% | +$47.7K | 3.38% | 10 |
|
|
2020
Q3 | $1.35M | Buy |
15,192
+10,128
| +200% | +$899K | 2.74% | 11 |
|
|
2020
Q2 | $447K | Hold |
5,064
| – | – | 3.13% | 11 |
|
|
2020
Q1 | $432K | Buy |
5,064
+280
| +6% | +$23.9K | 2.35% | 11 |
|
|
2019
Q4 | $402K | Buy |
+4,784
| New | +$402K | 1.93% | 18 |
|