Lutz Financial Services’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 | $87.5M | Buy |
1,188,284
+35,123
| +3% | +$2.59M | 6.79% | 4 |
|
|
2025
Q1 | $84.7M | Buy |
1,153,161
+33,073
| +3% | +$2.43M | 6.94% | 4 |
|
|
2024
Q4 | $80.5M | Buy |
1,120,088
+38,671
| +4% | +$2.78M | 6.51% | 4 |
|
|
2024
Q3 | $81.2M | Buy |
1,081,417
+44,007
| +4% | +$3.31M | 6.59% | 4 |
|
|
2024
Q2 | $74.7M | Buy |
1,037,410
+18,669
| +2% | +$1.35M | 6.51% | 4 |
|
|
2024
Q1 | $74M | Buy |
1,018,741
+23,496
| +2% | +$1.71M | 6.46% | 4 |
|
|
2023
Q4 | $73.2M | Sell |
995,245
-35,998
| -3% | -$2.65M | 6.87% | 4 |
|
|
2023
Q3 | $72M | Buy |
1,031,243
+103,787
| +11% | +$7.24M | 7.84% | 3 |
|
|
2023
Q2 | $67.4M | Buy |
927,456
+86,147
| +10% | +$6.26M | 7.25% | 4 |
|
|
2023
Q1 | $62.1M | Buy |
841,309
+101,738
| +14% | +$7.51M | 7.09% | 4 |
|
|
2022
Q4 | $53.1M | Buy |
739,571
+115,996
| +19% | +$8.33M | 6.53% | 4 |
|
|
2022
Q3 | $44.5M | Buy |
623,575
+143,288
| +30% | +$10.2M | 6.08% | 4 |
|
|
2022
Q2 | $36.1M | Sell |
480,287
-289,905
| -38% | -$21.8M | 4.79% | 6 |
|
|
2022
Q1 | $61.3M | Buy |
770,192
+12,526
| +2% | +$996K | 7.55% | 4 |
|
|
2021
Q4 | $64.2M | Buy |
757,666
+18,966
| +3% | +$1.61M | 7.89% | 3 |
|
|
2021
Q3 | $63.1M | Buy |
738,700
+23,589
| +3% | +$2.02M | 8.2% | 3 |
|
|
2021
Q2 | $61.4M | Buy |
715,111
+36,868
| +5% | +$3.17M | 8.18% | 3 |
|
|
2021
Q1 | $57.5M | Sell |
678,243
-14,547
| -2% | -$1.23M | 8.5% | 3 |
|
|
2020
Q4 | $61.1M | Buy |
692,790
+18,196
| +3% | +$1.6M | 10.03% | 1 |
|
|
2020
Q3 | $59.5M | Sell |
674,594
-9,641
| -1% | -$851K | 11.47% | 1 |
|
|
2020
Q2 | $60.4M | Sell |
684,235
-1,789
| -0.3% | -$158K | 12.32% | 1 |
|
|
2020
Q1 | $58.6M | Buy |
686,024
+39,848
| +6% | +$3.4M | 13.01% | 1 |
|
|
2019
Q4 | $54.2M | Buy |
646,176
+75,151
| +13% | +$6.3M | 9.62% | 1 |
|
|
2019
Q3 | $48.2M | Buy |
571,025
+59,955
| +12% | +$5.06M | 9.24% | 1 |
|
|
2019
Q2 | $42.5M | Buy |
511,070
+38,682
| +8% | +$3.21M | 8.31% | 2 |
|
|
2019
Q1 | $38.3M | Buy |
472,388
+11,122
| +2% | +$903K | 7.82% | 3 |
|
|
2018
Q4 | $36.5M | Buy |
461,266
+6,773
| +1% | +$536K | 8.16% | 2 |
|
|
2018
Q3 | $35.8M | Buy |
454,493
+101,185
| +29% | +$7.96M | 7.9% | 4 |
|
|
2018
Q2 | $28M | Sell |
353,308
-18,329
| -5% | -$1.45M | 7.97% | 3 |
|
|
2018
Q1 | $29.7M | Buy |
371,637
+34,287
| +10% | +$2.74M | 8.77% | 3 |
|
|
2017
Q4 | $27.5M | Buy |
+337,350
| New | +$27.5M | 8.03% | 3 |
|