Okabena Investment Services’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 | $6.79M | Buy |
92,209
+6,035
| +7% | +$444K | 1.51% | 17 |
|
|
2025
Q1 | $6.33M | Buy |
86,174
+25,145
| +41% | +$1.85M | 1.59% | 17 |
|
|
2024
Q4 | $4.39M | Sell |
61,029
-25,668
| -30% | -$1.85M | 1.22% | 20 |
|
|
2024
Q3 | $6.51M | Sell |
86,697
-617
| -0.7% | -$46.3K | 1.84% | 16 |
|
|
2024
Q2 | $6.29M | Buy |
87,314
+6,237
| +8% | +$449K | 2% | 14 |
|
|
2024
Q1 | $5.89M | Buy |
81,077
+50,202
| +163% | +$3.65M | 1.96% | 14 |
|
|
2023
Q4 | $2.27M | Hold |
30,875
| – | – | 0.88% | 31 |
|
|
2023
Q3 | $2.15M | Hold |
30,875
| – | – | 1.68% | 14 |
|
|
2023
Q2 | $2.24M | Hold |
30,875
| – | – | 1.64% | 13 |
|
|
2023
Q1 | $2.28M | Hold |
30,875
| – | – | 1.59% | 17 |
|
|
2022
Q4 | $2.22M | Hold |
30,875
| – | – | 1.47% | 19 |
|
|
2022
Q3 | $2.2M | Buy |
30,875
+16,170
| +110% | +$1.15M | 1.06% | 30 |
|
|
2022
Q2 | $1.11M | Sell |
14,705
-6,663
| -31% | -$502K | 0.57% | 45 |
|
|
2022
Q1 | $1.7M | Sell |
21,368
-91
| -0.4% | -$7.24K | 0.72% | 41 |
|
|
2021
Q4 | $1.82M | Buy |
21,459
+5,885
| +38% | +$499K | 0.69% | 42 |
|
|
2021
Q3 | $1.33M | Sell |
15,574
-5,936
| -28% | -$507K | 0.7% | 39 |
|
|
2021
Q2 | $1.85M | Hold |
21,510
| – | – | 0.87% | 34 |
|
|
2021
Q1 | $1.82M | Buy |
21,510
+12,289
| +133% | +$1.04M | 0.98% | 27 |
|
|
2020
Q4 | $813K | Sell |
9,221
-114
| -1% | -$10.1K | 0.47% | 57 |
|
|
2020
Q3 | $824K | Sell |
9,335
-4,985
| -35% | -$440K | 0.63% | 54 |
|
|
2020
Q2 | $1.27M | Hold |
14,320
| – | – | 1.11% | 25 |
|
|
2020
Q1 | $1.22M | Buy |
14,320
+12,243
| +589% | +$1.04M | 1.39% | 23 |
|
|
2019
Q4 | $174K | Buy |
+2,077
| New | +$174K | 0.16% | 58 |
|