Partners in Financial Planning’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 | $66.3M | Buy |
900,028
+34,570
| +4% | +$2.55M | 12.22% | 1 |
|
|
2025
Q1 | $63.6M | Buy |
865,458
+11,594
| +1% | +$852K | 12.77% | 1 |
|
|
2024
Q4 | $61.4M | Buy |
853,864
+55,742
| +7% | +$4.01M | 12.52% | 1 |
|
|
2024
Q3 | $59.9M | Buy |
798,122
+69,902
| +10% | +$5.25M | 12.09% | 1 |
|
|
2024
Q2 | $52.5M | Buy |
728,220
+52,445
| +8% | +$3.78M | 11.4% | 2 |
|
|
2024
Q1 | $49.1M | Buy |
675,775
+17,330
| +3% | +$1.26M | 10.92% | 2 |
|
|
2023
Q4 | $48.4M | Buy |
658,445
+30,413
| +5% | +$2.24M | 11.37% | 1 |
|
|
2023
Q3 | $43.8M | Buy |
628,032
+22,846
| +4% | +$1.59M | 11.28% | 1 |
|
|
2023
Q2 | $44M | Buy |
605,186
+26,320
| +5% | +$1.91M | 11.2% | 1 |
|
|
2023
Q1 | $42.7M | Buy |
578,866
+16,066
| +3% | +$1.19M | 11.25% | 1 |
|
|
2022
Q4 | $40.6M | Sell |
562,800
-22,836
| -4% | -$1.65M | 11.25% | 1 |
|
|
2022
Q3 | $42M | Buy |
585,636
+46,008
| +9% | +$3.3M | 12% | 1 |
|
|
2022
Q2 | $39.8M | Buy |
539,628
+3,847
| +0.7% | +$284K | 12.66% | 1 |
|
|
2022
Q1 | $40.9M | Buy |
535,781
+12,825
| +2% | +$979K | 12.86% | 1 |
|
|
2021
Q4 | $42.7M | Buy |
522,956
+38,507
| +8% | +$3.15M | 13.08% | 1 |
|
|
2021
Q3 | $41.4M | Buy |
484,449
+22,704
| +5% | +$1.94M | 12.92% | 1 |
|
|
2021
Q2 | $39.7M | Buy |
+461,745
| New | +$39.7M | 12.41% | 1 |
|