Pinnacle Wealth Planning Services’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 | $1.1M | Buy |
14,965
+1,455
| +11% | +$107K | 0.14% | 89 |
|
|
2025
Q1 | $992K | Buy |
13,510
+1,465
| +12% | +$108K | 0.15% | 85 |
|
|
2024
Q4 | $866K | Buy |
+12,045
| New | +$866K | 0.13% | 92 |
|
|
2023
Q2 | – | Sell |
-2,712
| Closed | -$200K | – | 461 |
|
|
2023
Q1 | $200K | Buy |
+2,712
| New | +$200K | 0.03% | 407 |
|
|
2020
Q2 | – | Sell |
-2,923
| Closed | -$249K | – | 273 |
|
|
2020
Q1 | $249K | Sell |
2,923
-115
| -4% | -$9.8K | 0.12% | 156 |
|
|
2019
Q4 | $254K | Buy |
3,038
+96
| +3% | +$8.03K | 0.12% | 176 |
|
|
2019
Q3 | $248K | Sell |
2,942
-2,256
| -43% | -$190K | 0.14% | 145 |
|
|
2019
Q2 | $432K | Sell |
5,198
-1,160
| -18% | -$96.4K | 0.26% | 75 |
|
|
2019
Q1 | $516K | Buy |
+6,358
| New | +$516K | 0.35% | 54 |
|