Petix & Botte Financial’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 | $12.8M | Sell |
173,399
-8,184
| -5% | -$603K | 3.13% | 9 |
|
|
2025
Q1 | $13.3M | Sell |
181,583
-24,218
| -12% | -$1.78M | 3.51% | 7 |
|
|
2024
Q4 | $14.8M | Sell |
205,801
-57,404
| -22% | -$4.13M | 3.89% | 6 |
|
|
2024
Q3 | $19.8M | Buy |
263,205
+19,711
| +8% | +$1.48M | 5.26% | 5 |
|
|
2024
Q2 | $17.5M | Buy |
243,494
+110,571
| +83% | +$7.97M | 4.97% | 6 |
|
|
2024
Q1 | $9.65M | Sell |
132,923
-114,780
| -46% | -$8.34M | 2.4% | 15 |
|
|
2023
Q4 | $18.2M | Buy |
247,703
+1,166
| +0.5% | +$85.8K | 5.36% | 5 |
|
|
2023
Q3 | $17.2M | Buy |
246,537
+9,499
| +4% | +$663K | 5.43% | 6 |
|
|
2023
Q2 | $17.2M | Buy |
237,038
+126,512
| +114% | +$9.2M | 5.35% | 5 |
|
|
2023
Q1 | $8.16M | Buy |
+110,526
| New | +$8.16M | 5.5% | 7 |
|
|
2022
Q3 | $7.47M | Buy |
104,680
+809
| +0.8% | +$57.7K | 5.68% | 7 |
|
|
2022
Q2 | $7.82M | Sell |
103,871
-111,123
| -52% | -$8.36M | 5.76% | 7 |
|
|
2022
Q1 | $17.1M | Buy |
214,994
+116,801
| +119% | +$9.29M | 5.27% | 7 |
|
|
2021
Q4 | $8.32M | Sell |
98,193
-99,238
| -50% | -$8.41M | 5.29% | 6 |
|
|
2021
Q3 | $16.9M | Buy |
197,431
+104,869
| +113% | +$8.96M | 5.71% | 5 |
|
|
2021
Q2 | $7.95M | Sell |
92,562
-537
| -0.6% | -$46.1K | 5.54% | 4 |
|
|
2021
Q1 | $7.89M | Sell |
93,099
-3,607
| -4% | -$306K | 5.83% | 3 |
|
|
2020
Q4 | $8.53M | Sell |
96,706
-9,820
| -9% | -$866K | 6.38% | 2 |
|
|
2020
Q3 | $9.4M | Sell |
106,526
-119,363
| -53% | -$10.5M | 7.5% | 2 |
|
|
2020
Q2 | $10.2M | Buy |
225,889
+112,024
| +98% | +$5.05M | 8.39% | 2 |
|
|
2020
Q1 | $9.72M | Sell |
113,865
-3,664
| -3% | -$313K | 9.46% | 2 |
|
|
2019
Q4 | $9.85M | Buy |
+117,529
| New | +$9.85M | 7.75% | 2 |
|