Moneta Group Investment 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 | $2.39M | Sell |
32,489
-7,496
| -19% | -$552K | 0.03% | 210 |
|
|
2025
Q1 | $2.94M | Sell |
39,985
-3,252
| -8% | -$239K | 0.04% | 168 |
|
|
2024
Q4 | $3.11M | Buy |
43,237
+17,937
| +71% | +$1.29M | 0.04% | 164 |
|
|
2024
Q3 | $1.9M | Buy |
25,300
+1,679
| +7% | +$126K | 0.03% | 202 |
|
|
2024
Q2 | $1.7M | Sell |
23,621
-4,335
| -16% | -$312K | 0.03% | 205 |
|
|
2024
Q1 | $2.03M | Sell |
27,956
-11,610
| -29% | -$843K | 0.03% | 188 |
|
|
2023
Q4 | $2.91M | Sell |
39,566
-6,714
| -15% | -$494K | 0.06% | 146 |
|
|
2023
Q3 | $3.23M | Sell |
46,280
-2,422
| -5% | -$169K | 0.07% | 133 |
|
|
2023
Q2 | $3.54M | Buy |
48,702
+391
| +0.8% | +$28.4K | 0.08% | 126 |
|
|
2023
Q1 | $3.57M | Buy |
48,311
+37,642
| +353% | +$2.78M | 0.09% | 123 |
|
|
2022
Q4 | $791K | Buy |
10,669
+1,809
| +20% | +$134K | 0.02% | 227 |
|
|
2022
Q3 | $632K | Buy |
8,860
+8,240
| +1,329% | +$588K | 0.02% | 243 |
|
|
2022
Q2 | $942K | Sell |
620
-15,183
| -96% | -$23.1M | 0.03% | 211 |
|
|
2022
Q1 | $1.26M | Buy |
15,803
+15,074
| +2,068% | +$1.2M | 0.05% | 176 |
|
|
2021
Q4 | $1.26M | Sell |
729
-14,309
| -95% | -$24.8M | 0.05% | 175 |
|
|
2021
Q3 | $1.29M | Buy |
15,038
+426
| +3% | +$36.4K | 0.06% | 167 |
|
|
2021
Q2 | $1.26M | Buy |
14,612
+1,557
| +12% | +$134K | 0.06% | 173 |
|
|
2021
Q1 | $1.11M | Buy |
13,055
+6,739
| +107% | +$571K | 0.06% | 167 |
|
|
2020
Q4 | $557K | Buy |
6,316
+2,655
| +73% | +$234K | 0.04% | 186 |
|
|
2020
Q3 | $323K | Buy |
+3,661
| New | +$323K | 0.03% | 215 |
|
|
2018
Q3 | – | Sell |
-324
| Closed | -$26K | – | 248 |
|
|
2018
Q2 | $26K | Buy |
+324
| New | +$26K | ﹤0.01% | 347 |
|
|
2017
Q1 | – | Sell |
-6,325
| Closed | -$511K | – | 160 |
|
|
2016
Q4 | $511K | Buy |
+6,325
| New | +$511K | 0.1% | 87 |
|