Petra Financial Advisors’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 | $479K | Buy |
+6,510
| New | +$479K | 0.3% | 88 |
|
|
2024
Q3 | – | Sell |
-5,813
| Closed | -$419K | – | 139 |
|
|
2024
Q2 | $419K | Sell |
5,813
-4,867
| -46% | -$351K | 0.3% | 85 |
|
|
2024
Q1 | $785K | Hold |
10,680
| – | – | 0.58% | 54 |
|
|
2023
Q4 | $786K | Sell |
10,680
-420
| -4% | -$30.9K | 0.66% | 45 |
|
|
2023
Q3 | $775K | Buy |
+11,100
| New | +$775K | 0.65% | 50 |
|
|
2023
Q2 | – | Sell |
-16,499
| Closed | -$1.22M | – | 109 |
|
|
2023
Q1 | $1.22M | Sell |
16,499
-910
| -5% | -$67.2K | 1.21% | 22 |
|
|
2022
Q4 | $1.25M | Buy |
+17,409
| New | +$1.25M | 1.38% | 25 |
|