Means Investment Company’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 | – | Sell |
-2,971
| Closed | -$218K | – | 191 |
|
|
2025
Q1 | $218K | Sell |
2,971
-449
| -13% | -$33K | 0.02% | 181 |
|
|
2024
Q4 | $246K | Sell |
3,420
-174
| -5% | -$12.5K | 0.03% | 185 |
|
|
2024
Q3 | $270K | Buy |
3,594
+30
| +0.8% | +$2.25K | 0.03% | 175 |
|
|
2024
Q2 | $257K | Sell |
3,564
-612
| -15% | -$44.1K | 0.03% | 170 |
|
|
2024
Q1 | $303K | Sell |
4,176
-1,006
| -19% | -$73.1K | 0.04% | 160 |
|
|
2023
Q4 | $381K | Sell |
5,182
-637
| -11% | -$46.9K | 0.05% | 138 |
|
|
2023
Q3 | $406K | Sell |
5,819
-1,276
| -18% | -$89K | 0.07% | 134 |
|
|
2023
Q2 | $516K | Sell |
7,095
-2,099
| -23% | -$153K | 0.08% | 121 |
|
|
2023
Q1 | $679K | Sell |
9,194
-719
| -7% | -$53.1K | 0.12% | 103 |
|
|
2022
Q4 | $712K | Sell |
9,913
-4,986
| -33% | -$358K | 0.14% | 102 |
|
|
2022
Q3 | $1.06M | Buy |
14,899
+6,351
| +74% | +$453K | 0.23% | 83 |
|
|
2022
Q2 | $643K | Buy |
+8,548
| New | +$643K | 0.14% | 96 |
|