PP
PDS Planning’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
211,015
+5,607
| +3% | +$413K | 1.16% | 19 |
|
|
2025
Q1 | $15.1M | Buy |
205,408
+9,335
| +5% | +$686K | 1.27% | 18 |
|
|
2024
Q4 | $14.1M | Buy |
196,073
+16,112
| +9% | +$1.16M | 1.25% | 17 |
|
|
2024
Q3 | $13.5M | Buy |
179,961
+8,653
| +5% | +$650K | 1.21% | 19 |
|
|
2024
Q2 | $12.3M | Buy |
171,308
+5,193
| +3% | +$374K | 1.25% | 17 |
|
|
2024
Q1 | $12.1M | Buy |
166,115
+2,430
| +1% | +$176K | 1.27% | 17 |
|
|
2023
Q4 | $12M | Buy |
163,685
+36,051
| +28% | +$2.65M | 1.37% | 17 |
|
|
2023
Q3 | $8.91M | Buy |
127,634
+6,971
| +6% | +$486K | 1.15% | 19 |
|
|
2023
Q2 | $8.77M | Sell |
120,663
-1,098
| -0.9% | -$79.8K | 1.12% | 19 |
|
|
2023
Q1 | $8.99M | Buy |
121,761
+1,069
| +0.9% | +$78.9K | 1.24% | 18 |
|
|
2022
Q4 | $8.67M | Buy |
120,692
+43,263
| +56% | +$3.11M | 1.39% | 17 |
|
|
2022
Q3 | $5.52M | Buy |
77,429
+3,739
| +5% | +$267K | 1.01% | 23 |
|
|
2022
Q2 | $5.55M | Buy |
73,690
+9,440
| +15% | +$710K | 1% | 23 |
|
|
2022
Q1 | $5.11M | Buy |
64,250
+17,723
| +38% | +$1.41M | 0.9% | 23 |
|
|
2021
Q4 | $3.94M | Sell |
46,527
-5,750
| -11% | -$487K | 0.75% | 29 |
|
|
2021
Q3 | $4.47M | Buy |
52,277
+1,263
| +2% | +$108K | 1.03% | 22 |
|
|
2021
Q2 | $4.38M | Buy |
+51,014
| New | +$4.38M | 1.07% | 21 |
|