Pinkerton Retirement Specialists’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
$10.6M Buy
143,767
+51,181
+55% +$3.77M 1.26% 16
2025
Q1
$6.8M Buy
92,586
+48,784
+111% +$3.58M 0.88% 16
2024
Q4
$3.15M Buy
43,802
+9,395
+27% +$676K 0.46% 62
2024
Q3
$2.58M Buy
34,407
+1,929
+6% +$145K 0.38% 67
2024
Q2
$2.34M Buy
32,478
+9,908
+44% +$714K 0.36% 68
2024
Q1
$1.64M Buy
+22,570
New +$1.64M 0.26% 72