Morris Financial Concepts’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 | $385K | Sell |
5,233
-23,129
| -82% | -$1.7M | 0.15% | 79 |
|
|
2025
Q1 | $2.08M | Buy |
28,362
+23,297
| +460% | +$1.71M | 0.87% | 19 |
|
|
2024
Q4 | $364K | Buy |
5,065
+4,243
| +516% | +$305K | 0.16% | 80 |
|
|
2024
Q3 | $61.7K | Buy |
822
+223
| +37% | +$16.7K | 0.03% | 146 |
|
|
2024
Q2 | $43.2K | Hold |
599
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $43.5K | Buy |
599
+562
| +1,519% | +$40.8K | 0.02% | 120 |
|
|
2023
Q4 | $2.72K | Buy |
37
+6
| +19% | +$441 | ﹤0.01% | 154 |
|
|
2023
Q3 | $2.16K | Hold |
31
| – | – | ﹤0.01% | 144 |
|
|
2023
Q2 | $2.25K | Hold |
31
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $2.29K | Buy |
+31
| New | +$2.29K | ﹤0.01% | 139 |
|