NFP Retirement Inc’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 | $3.66M | Sell |
49,640
-3,559
| -7% | -$262K | 0.24% | 64 |
|
|
2025
Q1 | $3.91M | Buy |
53,199
+2,403
| +5% | +$177K | 0.31% | 49 |
|
|
2024
Q4 | $3.65M | Sell |
50,796
-1,566
| -3% | -$113K | 0.29% | 52 |
|
|
2024
Q3 | $3.93M | Sell |
52,362
-16,999
| -25% | -$1.28M | 0.32% | 50 |
|
|
2024
Q2 | $5M | Sell |
69,361
-12,500
| -15% | -$901K | 0.42% | 41 |
|
|
2024
Q1 | $5.95M | Buy |
81,861
+13,499
| +20% | +$980K | 0.51% | 35 |
|
|
2023
Q4 | $5.03M | Buy |
68,362
+5,086
| +8% | +$374K | 0.85% | 31 |
|
|
2023
Q3 | $4.42M | Buy |
63,276
+3,588
| +6% | +$250K | 0.84% | 31 |
|
|
2023
Q2 | $4.34M | Buy |
59,688
+13,862
| +30% | +$1.01M | 0.81% | 30 |
|
|
2023
Q1 | $3.38M | Buy |
45,826
+10,104
| +28% | +$746K | 0.67% | 36 |
|
|
2022
Q4 | $2.57M | Sell |
35,722
-88,530
| -71% | -$6.36M | 0.56% | 47 |
|
|
2022
Q3 | $8.86M | Buy |
124,252
+6,042
| +5% | +$431K | 2.18% | 8 |
|
|
2022
Q2 | $8.9M | Sell |
118,210
-7,001
| -6% | -$527K | 2.25% | 8 |
|
|
2022
Q1 | $9.96M | Buy |
125,211
+17,147
| +16% | +$1.36M | 2.36% | 8 |
|
|
2021
Q4 | $9.16M | Buy |
108,064
+4,326
| +4% | +$367K | 3.28% | 7 |
|
|
2021
Q3 | $8.86M | Buy |
103,738
+4,466
| +4% | +$382K | 3.61% | 6 |
|
|
2021
Q2 | $8.53M | Buy |
99,272
+7,225
| +8% | +$621K | 3.29% | 6 |
|
|
2021
Q1 | $7.8M | Buy |
92,047
+22,861
| +33% | +$1.94M | 3.39% | 7 |
|
|
2020
Q4 | $6.1M | Buy |
69,186
+27,828
| +67% | +$2.45M | 3.77% | 6 |
|
|
2020
Q3 | $3.65M | Buy |
+41,358
| New | +$3.65M | 2.41% | 9 |
|