Martel Wealth 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 | $206K | Sell |
2,803
-3,924
| -58% | -$289K | 0.04% | 69 |
|
|
2025
Q1 | $494K | Sell |
6,727
-232,433
| -97% | -$17.1M | 0.1% | 43 |
|
|
2024
Q4 | $17.2M | Sell |
239,160
-1,059,179
| -82% | -$76.2M | 3.36% | 6 |
|
|
2024
Q3 | $96.3M | Buy |
1,298,339
+38,056
| +3% | +$2.82M | 19.69% | 1 |
|
|
2024
Q2 | $90.8M | Buy |
1,260,283
+36,732
| +3% | +$2.65M | 19.48% | 1 |
|
|
2024
Q1 | $88.9M | Buy |
1,223,551
+52,733
| +5% | +$3.83M | 19.27% | 1 |
|
|
2023
Q4 | $86.1M | Buy |
1,170,818
+27,525
| +2% | +$2.02M | 19.56% | 1 |
|
|
2023
Q3 | $79.8M | Buy |
1,143,293
+52,650
| +5% | +$3.67M | 19.85% | 1 |
|
|
2023
Q2 | $79.3M | Buy |
1,090,643
+46,002
| +4% | +$3.34M | 19.22% | 1 |
|
|
2023
Q1 | $77.1M | Buy |
1,044,641
+23,982
| +2% | +$1.77M | 19.68% | 1 |
|
|
2022
Q4 | $73.3M | Buy |
1,020,659
+1,900
| +0.2% | +$136K | 19.88% | 1 |
|
|
2022
Q3 | $72.7M | Sell |
1,018,759
-1,170
| -0.1% | -$83.5K | 20.81% | 1 |
|
|
2022
Q2 | $76.8M | Buy |
1,019,929
+17,684
| +2% | +$1.33M | 20.96% | 1 |
|
|
2022
Q1 | $79.7M | Buy |
1,002,245
+42,401
| +4% | +$3.37M | 19.39% | 1 |
|
|
2021
Q4 | $81.3M | Buy |
959,844
+41,800
| +5% | +$3.54M | 19.25% | 1 |
|
|
2021
Q3 | $78.4M | Buy |
918,044
+33,849
| +4% | +$2.89M | 19.72% | 1 |
|
|
2021
Q2 | $75.9M | Buy |
884,195
+82,753
| +10% | +$7.11M | 19.12% | 1 |
|
|
2021
Q1 | $67.9M | Buy |
801,442
+71,806
| +10% | +$6.08M | 18.81% | 1 |
|
|
2020
Q4 | $64.3M | Buy |
729,636
+49,009
| +7% | +$4.32M | 18.63% | 1 |
|
|
2020
Q3 | $60M | Buy |
680,627
+38,401
| +6% | +$3.39M | 19.48% | 1 |
|
|
2020
Q2 | $56.7M | Sell |
642,226
-17,273
| -3% | -$1.53M | 19.66% | 1 |
|
|
2020
Q1 | $56.3M | Sell |
659,499
-4,651
| -0.7% | -$397K | 21.96% | 1 |
|
|
2019
Q4 | $55.7M | Buy |
664,150
+16,269
| +3% | +$1.36M | 19.18% | 1 |
|
|
2019
Q3 | $54.7M | Buy |
647,881
+11,340
| +2% | +$957K | 19.74% | 1 |
|
|
2019
Q2 | $52.9M | Buy |
636,541
+8,629
| +1% | +$717K | 19.27% | 1 |
|
|
2019
Q1 | $51M | Buy |
627,912
+8,794
| +1% | +$714K | 19.17% | 1 |
|
|
2018
Q4 | $49M | Sell |
619,118
-4,934
| -0.8% | -$391K | 20.14% | 1 |
|
|
2018
Q3 | $49.1M | Buy |
+624,052
| New | +$49.1M | 18.71% | 1 |
|