Plan Group 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 | $4.11M | Sell |
55,808
-21,982
| -28% | -$1.62M | 1.35% | 19 |
|
|
2025
Q1 | $5.71M | Buy |
77,790
+7,839
| +11% | +$576K | 2.04% | 13 |
|
|
2024
Q4 | $5.03M | Buy |
69,951
+1,251
| +2% | +$90K | 2.66% | 13 |
|
|
2024
Q3 | $5.16M | Buy |
68,700
+5,228
| +8% | +$393K | 2.72% | 13 |
|
|
2024
Q2 | $4.57M | Buy |
63,472
+3,705
| +6% | +$267K | 2.8% | 14 |
|
|
2024
Q1 | $4.34M | Buy |
59,767
+8,053
| +16% | +$585K | 2.85% | 12 |
|
|
2023
Q4 | $3.8M | Sell |
51,714
-35,185
| -40% | -$2.59M | 3.34% | 13 |
|
|
2023
Q3 | $6.06M | Buy |
86,899
+68,448
| +371% | +$4.78M | 4.37% | 9 |
|
|
2023
Q2 | $1.34M | Buy |
+18,451
| New | +$1.34M | 1.12% | 24 |
|