Plante Moran 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 | $124K | Buy |
1,697
+1,059
| +166% | +$77.7K | 0.01% | 211 |
|
|
2025
Q1 | $46.8K | Sell |
638
-326
| -34% | -$23.9K | ﹤0.01% | 352 |
|
|
2024
Q4 | $69.6K | Buy |
+964
| New | +$69.6K | 0.01% | 305 |
|
|
2024
Q2 | – | Sell |
-865
| Closed | -$62.8K | – | 797 |
|
|
2024
Q1 | $62.8K | Buy |
865
+861
| +21,525% | +$62.6K | 0.01% | 307 |
|
|
2023
Q4 | $319 | Hold |
4
| – | – | ﹤0.01% | 786 |
|
|
2023
Q3 | $299 | Sell |
4
-25
| -86% | -$1.87K | ﹤0.01% | 721 |
|
|
2023
Q2 | $2.11K | Buy |
+29
| New | +$2.11K | ﹤0.01% | 691 |
|
|
2022
Q3 | – | Sell |
-375
| Closed | -$28K | – | 874 |
|
|
2022
Q2 | $28K | Buy |
375
+294
| +363% | +$22K | ﹤0.01% | 397 |
|
|
2022
Q1 | $6K | Sell |
81
-4,959
| -98% | -$367K | ﹤0.01% | 647 |
|
|
2021
Q4 | $427K | Buy |
5,040
+4,559
| +948% | +$386K | 0.07% | 100 |
|
|
2021
Q3 | $41K | Buy |
481
+410
| +577% | +$34.9K | 0.01% | 418 |
|
|
2021
Q2 | $6K | Hold |
71
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 739 |
|
|
2020
Q2 | – | Sell |
-240
| Closed | -$20K | – | 753 |
|
|
2020
Q1 | $20K | Sell |
240
-501
| -68% | -$41.8K | 0.01% | 383 |
|
|
2019
Q4 | $62K | Buy |
741
+302
| +69% | +$25.3K | 0.02% | 290 |
|
|
2019
Q3 | $37K | Sell |
439
-60
| -12% | -$5.06K | 0.01% | 390 |
|
|
2019
Q2 | $41K | Sell |
499
-137
| -22% | -$11.3K | 0.01% | 372 |
|
|
2019
Q1 | $52K | Buy |
+636
| New | +$52K | 0.02% | 319 |
|
|
2018
Q2 | – | Sell |
-217
| Closed | -$17K | – | 824 |
|
|
2018
Q1 | $17K | Sell |
217
-12,063
| -98% | -$945K | 0.01% | 527 |
|
|
2017
Q4 | $1M | Sell |
12,280
-7
| -0.1% | -$571 | 0.56% | 34 |
|
|
2017
Q3 | $1.01M | Hold |
12,287
| – | – | 0.6% | 33 |
|
|
2017
Q2 | $1.01M | Sell |
12,287
-615
| -5% | -$50.3K | 0.63% | 33 |
|
|
2017
Q1 | $1.05M | Sell |
12,902
-21
| -0.2% | -$1.7K | 0.63% | 30 |
|
|
2016
Q4 | $1.04M | Buy |
12,923
+926
| +8% | +$74.8K | 0.65% | 31 |
|
|
2016
Q3 | $1.01M | Hold |
11,997
| – | – | 0.68% | 34 |
|
|
2016
Q2 | $1.01M | Buy |
11,997
+610
| +5% | +$51.4K | 0.73% | 32 |
|
|
2016
Q1 | $943K | Hold |
11,387
| – | – | 0.73% | 30 |
|
|
2015
Q4 | $920K | Buy |
11,387
+910
| +9% | +$73.5K | 0.69% | 31 |
|
|
2015
Q3 | $858K | Hold |
10,477
| – | – | 0.68% | 34 |
|
|
2015
Q2 | $851K | Hold |
10,477
| – | – | 0.61% | 38 |
|
|
2015
Q1 | $873K | Hold |
10,477
| – | – | 0.61% | 39 |
|
|
2014
Q4 | $863K | Buy |
10,477
+8,416
| +408% | +$693K | 0.63% | 33 |
|
|
2014
Q3 | $169K | Hold |
2,061
| – | – | 0.15% | 109 |
|
|
2014
Q2 | $169K | Buy |
2,061
+74
| +4% | +$6.07K | 0.15% | 101 |
|
|
2014
Q1 | $161K | Hold |
1,987
| – | – | 0.18% | 80 |
|
|
2013
Q4 | $159K | Buy |
1,987
+1,150
| +137% | +$92K | 0.09% | 105 |
|
|
2013
Q3 | $68K | Sell |
837
-2,000
| -70% | -$162K | 0.04% | 161 |
|
|
2013
Q2 | $229K | Buy |
+2,837
| New | +$229K | 0.17% | 57 |
|