Plum Street 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 | $3.48M | Buy |
47,320
+22,085
| +88% | +$1.63M | 1.54% | 19 |
|
|
2025
Q1 | $1.85M | Sell |
25,235
-2,956
| -10% | -$217K | 0.89% | 27 |
|
|
2024
Q4 | $2.03M | Buy |
28,191
+1,078
| +4% | +$77.5K | 1% | 25 |
|
|
2024
Q3 | $2.04M | Sell |
27,113
-74
| -0.3% | -$5.56K | 1.03% | 22 |
|
|
2024
Q2 | $1.96M | Buy |
27,187
+74
| +0.3% | +$5.33K | 1.14% | 21 |
|
|
2024
Q1 | $2.04M | Buy |
27,113
+8,168
| +43% | +$613K | 1.03% | 22 |
|
|
2023
Q4 | $1.39M | Buy |
+18,945
| New | +$1.39M | 0.93% | 27 |
|