Pacific 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 | $543K | Sell |
7,378
-1,862
| -20% | -$137K | 0.42% | 44 |
|
|
2025
Q1 | $679K | Sell |
9,240
-73
| -0.8% | -$5.36K | 0.55% | 38 |
|
|
2024
Q4 | $670K | Sell |
9,313
-325
| -3% | -$23.4K | 0.5% | 39 |
|
|
2024
Q3 | $724K | Sell |
9,638
-737
| -7% | -$55.4K | 0.53% | 38 |
|
|
2024
Q2 | $748K | Sell |
10,375
-72
| -0.7% | -$5.19K | 0.53% | 40 |
|
|
2024
Q1 | $759K | Buy |
10,447
+130
| +1% | +$9.44K | 0.52% | 39 |
|
|
2023
Q4 | $759K | Sell |
10,317
-1,239
| -11% | -$91.1K | 0.57% | 40 |
|
|
2023
Q3 | $806K | Buy |
+11,556
| New | +$806K | 0.53% | 38 |
|
|
2022
Q1 | – | Sell |
-4,195
| Closed | -$351K | – | 63 |
|
|
2021
Q4 | $351K | Buy |
4,195
+858
| +26% | +$71.8K | 0.23% | 52 |
|
|
2021
Q3 | $285K | Buy |
+3,337
| New | +$285K | 0.2% | 61 |
|
|
2020
Q4 | – | Sell |
-260
| Closed | -$23K | – | 64 |
|
|
2020
Q3 | $23K | Buy |
+260
| New | +$23K | 0.02% | 69 |
|