Planning Alternatives’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 | $2.28M | Buy |
31,024
+22,644
| +270% | +$1.67M | 0.32% | 20 |
|
|
2025
Q1 | $616K | Buy |
8,380
+50
| +0.6% | +$3.67K | 0.09% | 42 |
|
|
2024
Q4 | $599K | Sell |
8,330
-16
| -0.2% | -$1.15K | 0.09% | 37 |
|
|
2024
Q3 | $627K | Buy |
8,346
+243
| +3% | +$18.3K | 0.1% | 37 |
|
|
2024
Q2 | $584K | Buy |
+8,103
| New | +$584K | 0.09% | 35 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$339K | – | 47 |
|
|
2021
Q4 | $339K | Sell |
4,000
-139
| -3% | -$11.8K | 0.05% | 38 |
|
|
2021
Q3 | $354K | Sell |
4,139
-6,847
| -62% | -$586K | 0.06% | 34 |
|
|
2021
Q2 | $944K | Sell |
10,986
-460,509
| -98% | -$39.6M | 0.15% | 28 |
|
|
2021
Q1 | $39.9M | Buy |
471,495
+2,576
| +0.5% | +$218K | 6.65% | 5 |
|
|
2020
Q4 | $41.4M | Buy |
468,919
+11,297
| +2% | +$996K | 7.33% | 5 |
|
|
2020
Q3 | $40.4M | Buy |
457,622
+114,744
| +33% | +$10.1M | 7.58% | 4 |
|
|
2020
Q2 | $30.3M | Sell |
342,878
-63,658
| -16% | -$5.62M | 6.14% | 6 |
|
|
2020
Q1 | $34.7M | Sell |
406,536
-28,716
| -7% | -$2.45M | 8.06% | 4 |
|
|
2019
Q4 | $36.5M | Buy |
435,252
+7,631
| +2% | +$640K | 6.36% | 5 |
|
|
2019
Q3 | $36.1M | Sell |
427,621
-6,452
| -1% | -$545K | 6.61% | 5 |
|
|
2019
Q2 | $36.1M | Sell |
434,073
-8,945
| -2% | -$743K | 6.59% | 5 |
|
|
2019
Q1 | $36M | Buy |
443,018
+48,162
| +12% | +$3.91M | 6.58% | 5 |
|
|
2018
Q4 | $31.3M | Sell |
394,856
-25,493
| -6% | -$2.02M | 6.53% | 4 |
|
|
2018
Q3 | $33.1M | Sell |
420,349
-5,282
| -1% | -$416K | 5.65% | 6 |
|
|
2018
Q2 | $33.7M | Sell |
425,631
-78,195
| -16% | -$6.19M | 5.99% | 5 |
|
|
2018
Q1 | $40.3M | Buy |
503,826
+56,250
| +13% | +$4.5M | 7.32% | 5 |
|
|
2017
Q4 | $36.5M | Buy |
447,576
+18,933
| +4% | +$1.54M | 6.52% | 5 |
|
|
2017
Q3 | $35.1M | Buy |
428,643
+9,108
| +2% | +$747K | 6.53% | 5 |
|
|
2017
Q2 | $34.3M | Sell |
419,535
-55,003
| -12% | -$4.5M | 6.56% | 5 |
|
|
2017
Q1 | $38.5M | Buy |
474,538
+5,228
| +1% | +$424K | 7.46% | 5 |
|
|
2016
Q4 | $37.9M | Buy |
469,310
+167,276
| +55% | +$13.5M | 7.83% | 5 |
|
|
2016
Q3 | $25.4M | Sell |
302,034
-3,103
| -1% | -$261K | 5.44% | 5 |
|
|
2016
Q2 | $25.7M | Buy |
305,137
+7,773
| +3% | +$655K | 5.6% | 5 |
|
|
2016
Q1 | $24.6M | Buy |
297,364
+14,415
| +5% | +$1.19M | 5.44% | 5 |
|
|
2015
Q4 | $22.9M | Buy |
282,949
+17,689
| +7% | +$1.43M | 5.31% | 6 |
|
|
2015
Q3 | $21.7M | Buy |
265,260
+76,772
| +41% | +$6.29M | 5.34% | 7 |
|
|
2015
Q2 | $15.3M | Buy |
188,488
+12,903
| +7% | +$1.05M | 3.23% | 13 |
|
|
2015
Q1 | $14.6M | Buy |
175,585
+771
| +0.4% | +$64.3K | 3.32% | 12 |
|
|
2014
Q4 | $14.4M | Buy |
174,814
+80,042
| +84% | +$6.59M | 3.09% | 12 |
|
|
2014
Q3 | $7.77M | Buy |
94,772
+7,506
| +9% | +$615K | 1.91% | 14 |
|
|
2014
Q2 | $7.18M | Buy |
87,266
+68,912
| +375% | +$5.67M | 1.77% | 14 |
|
|
2014
Q1 | $1.49M | Buy |
+18,354
| New | +$1.49M | 0.44% | 19 |
|
|
2013
Q3 | – | Sell |
-2,854
| Closed | -$231K | – | 26 |
|
|
2013
Q2 | $231K | Buy |
+2,854
| New | +$231K | 0.13% | 23 |
|