NorthStar Asset Management (New Jersey)’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 | $351K | Buy |
4,773
+261
| +6% | +$19.2K | 0.19% | 66 |
|
2025
Q1 | $331K | Sell |
4,512
-1,092
| -19% | -$80.2K | 0.21% | 64 |
|
2024
Q4 | $403K | Sell |
5,604
-28
| -0.5% | -$2.01K | 0.26% | 56 |
|
2024
Q3 | $423K | Sell |
5,632
-326
| -5% | -$24.5K | 0.28% | 55 |
|
2024
Q2 | $429K | Sell |
5,958
-318
| -5% | -$22.9K | 0.3% | 55 |
|
2024
Q1 | $456K | Sell |
6,276
-390
| -6% | -$28.3K | 0.35% | 51 |
|
2023
Q4 | $490K | Buy |
+6,666
| New | +$490K | 0.45% | 46 |
|