Marotta Asset Management’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 | $1.94M | Buy |
26,310
+2,494
| +10% | +$184K | 0.39% | 47 |
|
|
2025
Q1 | $1.79M | Sell |
23,816
-768
| -3% | -$57.7K | 0.35% | 50 |
|
|
2024
Q4 | $1.77M | Buy |
24,584
+768
| +3% | +$55.2K | 0.37% | 49 |
|
|
2024
Q3 | $1.79M | Sell |
23,816
-3,223
| -12% | -$242K | 0.35% | 50 |
|
|
2024
Q2 | $1.93M | Buy |
27,039
+2,801
| +12% | +$200K | 0.4% | 48 |
|
|
2024
Q1 | $1.76M | Buy |
24,238
+3,185
| +15% | +$231K | 0.36% | 47 |
|
|
2023
Q4 | $1.55M | Sell |
21,053
-15
| -0.1% | -$1.1K | 0.33% | 49 |
|
|
2023
Q3 | $1.47M | Buy |
21,068
+1,741
| +9% | +$121K | 0.34% | 43 |
|
|
2023
Q2 | $1.4M | Buy |
+19,327
| New | +$1.4M | 0.31% | 44 |
|
|
2022
Q4 | $1.31M | Buy |
18,246
+12,318
| +208% | +$885K | 0.32% | 42 |
|
|
2022
Q3 | $423K | Sell |
5,928
-1,248
| -17% | -$89K | 0.11% | 70 |
|
|
2022
Q2 | $543K | Buy |
+7,176
| New | +$543K | 0.13% | 65 |
|
|
2021
Q2 | – | Sell |
-3,090
| Closed | -$262K | – | 102 |
|
|
2021
Q1 | $262K | Buy |
3,090
+692
| +29% | +$58.7K | 0.07% | 83 |
|
|
2020
Q4 | $211K | Buy |
+2,398
| New | +$211K | 0.06% | 80 |
|
|
2020
Q1 | – | Sell |
-2,453
| Closed | -$209K | – | 82 |
|
|
2019
Q4 | $209K | Buy |
+2,453
| New | +$209K | 0.06% | 83 |
|