One Advisory 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 | $334K | Buy |
4,575
+224
| +5% | +$16.4K | 0.11% | 48 |
|
2025
Q1 | $320K | Sell |
4,351
-136
| -3% | -$9.99K | 0.14% | 40 |
|
2024
Q4 | $323K | Buy |
4,487
+730
| +19% | +$52.5K | 0.14% | 36 |
|
2024
Q3 | $282K | Hold |
3,757
| – | – | 0.12% | 38 |
|
2024
Q2 | $271K | Hold |
3,757
| – | – | 0.12% | 41 |
|
2024
Q1 | $273K | Buy |
3,757
+172
| +5% | +$12.5K | 0.13% | 39 |
|
2023
Q4 | $264K | Sell |
3,585
-721
| -17% | -$53K | 0.14% | 37 |
|
2023
Q3 | $300K | Hold |
4,306
| – | – | 0.18% | 39 |
|
2023
Q2 | $313K | Hold |
4,306
| – | – | 0.18% | 34 |
|
2023
Q1 | $318K | Buy |
+4,306
| New | +$318K | 0.19% | 34 |
|
2022
Q1 | – | Sell |
-2,462
| Closed | -$209K | – | 35 |
|
2021
Q4 | $209K | Sell |
2,462
-11
| -0.4% | -$934 | 0.12% | 31 |
|
2021
Q3 | $211K | Sell |
2,473
-6
| -0.2% | -$512 | 0.13% | 28 |
|
2021
Q2 | $213K | Hold |
2,479
| – | – | 0.13% | 30 |
|
2021
Q1 | $210K | Buy |
+2,479
| New | +$210K | 0.14% | 27 |
|