Northeast Financial Group’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 | $501K | Buy |
6,805
+83
| +1% | +$6.11K | 0.15% | 52 |
|
|
2025
Q1 | $494K | Sell |
6,722
-1,164
| -15% | -$85.5K | 0.17% | 47 |
|
|
2024
Q4 | $567K | Sell |
7,886
-410
| -5% | -$29.5K | 0.21% | 44 |
|
|
2024
Q3 | $623K | Sell |
8,296
-734
| -8% | -$55.1K | 0.23% | 43 |
|
|
2024
Q2 | $651K | Sell |
9,030
-170
| -2% | -$12.3K | 0.28% | 43 |
|
|
2024
Q1 | $668K | Sell |
9,200
-832
| -8% | -$60.4K | 0.3% | 45 |
|
|
2023
Q4 | $738K | Sell |
10,032
-11,724
| -54% | -$862K | 0.36% | 43 |
|
|
2023
Q3 | $1.52M | Sell |
21,756
-7,975
| -27% | -$556K | 0.93% | 22 |
|
|
2023
Q2 | $2.16M | Sell |
29,731
-13,323
| -31% | -$968K | 1.39% | 18 |
|
|
2023
Q1 | $3.2M | Sell |
43,054
-465
| -1% | -$34.5K | 2.31% | 10 |
|
|
2022
Q4 | $3.13M | Buy |
+43,519
| New | +$3.13M | 2.48% | 10 |
|