Money Concepts Capital’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 | $1.35M | Sell |
18,334
-26
| -0.1% | -$1.91K | 0.09% | 203 |
|
2025
Q1 | $1.35M | Sell |
18,360
-3,440
| -16% | -$253K | 0.1% | 186 |
|
2024
Q4 | $1.57M | Buy |
21,800
+5,888
| +37% | +$423K | 0.12% | 167 |
|
2024
Q3 | $1.2M | Buy |
15,912
+2,601
| +20% | +$195K | 0.09% | 191 |
|
2024
Q2 | $959K | Buy |
13,311
+5,074
| +62% | +$366K | 0.08% | 210 |
|
2024
Q1 | $598K | Buy |
8,237
+2,381
| +41% | +$173K | 0.06% | 269 |
|
2023
Q4 | $431K | Buy |
5,856
+1,623
| +38% | +$119K | 0.04% | 296 |
|
2023
Q3 | $295K | Buy |
+4,233
| New | +$295K | 0.03% | 296 |
|
2023
Q2 | – | Sell |
-27,418
| Closed | -$255K | – | 375 |
|
2023
Q1 | $255K | Buy |
27,418
+14,447
| +111% | +$134K | 0.01% | 376 |
|
2022
Q4 | $932K | Buy |
12,971
+5,653
| +77% | +$406K | 0.04% | 309 |
|
2022
Q3 | $522K | Buy |
7,318
+163
| +2% | +$11.6K | 0.03% | 289 |
|
2022
Q2 | $542K | Sell |
7,155
-21,349
| -75% | -$1.62M | 0.05% | 264 |
|
2022
Q1 | $2.27M | Buy |
28,504
+11,062
| +63% | +$880K | 0.13% | 174 |
|
2021
Q4 | $1.48M | Buy |
+17,442
| New | +$1.48M | 0.13% | 159 |
|
2021
Q1 | $1.58M | Buy |
18,597
+246
| +1% | +$20.8K | 0.13% | 168 |
|
2020
Q4 | $1.62M | Buy |
+18,351
| New | +$1.62M | 0.15% | 142 |
|