Mutual 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 | $10.1M | Buy |
137,936
+22,230
| +19% | +$1.63M | 0.25% | 71 |
|
2025
Q1 | $8.47M | Buy |
115,706
+190
| +0.2% | +$13.9K | 0.24% | 79 |
|
2024
Q4 | $8.31M | Sell |
115,516
-2,170
| -2% | -$156K | 0.24% | 76 |
|
2024
Q3 | $8.63M | Buy |
117,686
+8,760
| +8% | +$642K | 0.25% | 69 |
|
2024
Q2 | $7.95M | Sell |
108,926
-5,055
| -4% | -$369K | 0.24% | 79 |
|
2024
Q1 | $8.28M | Buy |
113,981
+16,915
| +17% | +$1.23M | 0.27% | 69 |
|
2023
Q4 | $7.14M | Buy |
97,066
+21,726
| +29% | +$1.6M | 0.25% | 76 |
|
2023
Q3 | $5.26M | Sell |
75,340
-7,165
| -9% | -$500K | 0.21% | 97 |
|
2023
Q2 | $6M | Sell |
82,505
-5,948
| -7% | -$432K | 0.23% | 89 |
|
2023
Q1 | $6.53M | Buy |
88,453
+2,114
| +2% | +$156K | 0.27% | 79 |
|
2022
Q4 | $6.2M | Buy |
86,339
+20,124
| +30% | +$1.45M | 0.28% | 73 |
|
2022
Q3 | $4.72M | Buy |
66,215
+25,443
| +62% | +$1.81M | 0.24% | 84 |
|
2022
Q2 | $3.07M | Sell |
40,772
-855
| -2% | -$64.4K | 0.2% | 112 |
|
2022
Q1 | $3.31M | Buy |
41,627
+1,596
| +4% | +$127K | 0.19% | 120 |
|
2021
Q4 | $3.39M | Sell |
40,031
-1,383
| -3% | -$117K | 0.18% | 128 |
|
2021
Q3 | $3.54M | Buy |
41,414
+5,155
| +14% | +$441K | 0.21% | 113 |
|
2021
Q2 | $3.11M | Buy |
36,259
+1,265
| +4% | +$109K | 0.18% | 143 |
|
2021
Q1 | $2.97M | Buy |
34,994
+3,231
| +10% | +$274K | 0.2% | 122 |
|
2020
Q4 | $2.8M | Buy |
31,763
+420
| +1% | +$37K | 0.21% | 104 |
|
2020
Q3 | $2.77M | Buy |
31,343
+3,194
| +11% | +$282K | 0.24% | 93 |
|
2020
Q2 | $2.49M | Buy |
28,149
+1,242
| +5% | +$110K | 0.24% | 95 |
|
2020
Q1 | $2.3M | Buy |
26,907
+400
| +2% | +$34.1K | 0.31% | 78 |
|
2019
Q4 | $2.22M | Buy |
26,507
+1,267
| +5% | +$106K | 0.24% | 106 |
|
2019
Q3 | $2.13M | Buy |
25,240
+1,741
| +7% | +$147K | 0.28% | 87 |
|
2019
Q2 | $1.95M | Buy |
23,499
+3,149
| +15% | +$262K | 0.25% | 92 |
|
2019
Q1 | $1.65M | Buy |
20,350
+592
| +3% | +$48.1K | 0.24% | 96 |
|
2018
Q4 | $1.57M | Sell |
19,758
-30
| -0.2% | -$2.38K | 0.31% | 76 |
|
2018
Q3 | $1.56M | Buy |
19,788
+511
| +3% | +$40.2K | 0.24% | 102 |
|
2018
Q2 | $1.53M | Sell |
19,277
-1,082
| -5% | -$85.7K | 0.35% | 80 |
|
2018
Q1 | $1.63M | Buy |
20,359
+303
| +2% | +$24.2K | 0.41% | 52 |
|
2017
Q4 | $1.64M | Buy |
+20,056
| New | +$1.64M | 0.62% | 37 |
|