Narus Financial Partners’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 | $2.25M | Sell |
30,626
-10,061
| -25% | -$741K | 0.7% | 28 |
|
|
2025
Q1 | $2.99M | Buy |
40,687
+939
| +2% | +$69K | 1.02% | 16 |
|
|
2024
Q4 | $2.86M | Sell |
39,748
-13,898
| -26% | -$999K | 0.97% | 16 |
|
|
2024
Q3 | $4.03M | Buy |
53,646
+4,918
| +10% | +$369K | 1.44% | 7 |
|
|
2024
Q2 | $3.51M | Buy |
48,728
+3,162
| +7% | +$228K | 1.42% | 10 |
|
|
2024
Q1 | $3.31M | Buy |
45,566
+4,660
| +11% | +$338K | 1.41% | 9 |
|
|
2023
Q4 | $3.01M | Sell |
40,906
-2,761
| -6% | -$203K | 1.45% | 10 |
|
|
2023
Q3 | $3.05M | Buy |
43,667
+1,234
| +3% | +$86.1K | 1.56% | 8 |
|
|
2023
Q2 | $3.08M | Buy |
42,433
+9,710
| +30% | +$706K | 1.59% | 9 |
|
|
2023
Q1 | $2.42M | Buy |
32,723
+8,737
| +36% | +$645K | 1.31% | 13 |
|
|
2022
Q4 | $1.72M | Buy |
23,986
+12,016
| +100% | +$863K | 0.99% | 21 |
|
|
2022
Q3 | $854K | Buy |
11,970
+6,050
| +102% | +$432K | 0.54% | 32 |
|
|
2022
Q2 | $446K | Buy |
5,920
+943
| +19% | +$71K | 0.28% | 61 |
|
|
2022
Q1 | $396K | Buy |
+4,977
| New | +$396K | 0.22% | 66 |
|
|
2021
Q1 | $356K | Buy |
+4,201
| New | +$356K | 0.21% | 57 |
|
|
2017
Q3 | $441K | Buy |
5,381
+6
| +0.1% | +$492 | 0.39% | 39 |
|
|
2017
Q2 | $440K | Buy |
5,375
+172
| +3% | +$14.1K | 0.41% | 36 |
|
|
2017
Q1 | $422K | Sell |
5,203
-154
| -3% | -$12.5K | 0.41% | 35 |
|
|
2016
Q4 | $433K | Buy |
+5,357
| New | +$433K | 0.46% | 32 |
|