Montecito Bank & Trust’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
Q1 | $240K | Buy |
3,264
+38
| +1% | +$2.79K | 0.04% | 262 |
|
|
2024
Q4 | $232K | Hold |
3,226
| – | – | 0.04% | 262 |
|
|
2024
Q3 | $242K | Buy |
+3,226
| New | +$242K | 0.04% | 261 |
|
|
2017
Q1 | – | Sell |
-3,764
| Closed | -$304K | – | 203 |
|
|
2016
Q4 | $304K | Buy |
+3,764
| New | +$304K | 0.11% | 134 |
|
|
2016
Q3 | – | Sell |
-3,600
| Closed | -$303K | – | 172 |
|
|
2016
Q2 | $303K | Hold |
3,600
| – | – | 0.13% | 134 |
|
|
2016
Q1 | $298K | Buy |
+3,600
| New | +$298K | 0.13% | 125 |
|
|
2015
Q3 | – | Sell |
-2,400
| Closed | -$200K | – | 155 |
|
|
2015
Q2 | $200K | Hold |
2,400
| – | – | 0.1% | 155 |
|
|
2015
Q1 | $200K | Buy |
+2,400
| New | +$200K | 0.1% | 155 |
|