PRI
Prepared Retirement Institute’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
112,522
-8,612
| -7% | -$634K | 4.88% | 6 |
|
|
2025
Q1 | $8.9M | Sell |
121,134
-33,742
| -22% | -$2.48M | 5.68% | 5 |
|
|
2024
Q4 | $11.1M | Buy |
154,876
+12,943
| +9% | +$931K | 6.36% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
141,933
+7,247
| +5% | +$544K | 6.45% | 5 |
|
|
2024
Q2 | $9.7M | Buy |
134,686
+10,658
| +9% | +$768K | 6.43% | 6 |
|
|
2024
Q1 | $9.01M | Buy |
124,028
+31,284
| +34% | +$2.27M | 6.72% | 6 |
|
|
2023
Q4 | $6.82M | Buy |
+92,744
| New | +$6.82M | 5.11% | 6 |
|