Prospera Financial Services’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 | $9.94M | Sell |
135,001
-16,173
| -11% | -$1.19M | 0.19% | 122 |
|
2025
Q1 | $11.1M | Buy |
151,174
+703
| +0.5% | +$51.7K | 0.26% | 90 |
|
2024
Q4 | $10.8M | Buy |
150,471
+73,231
| +95% | +$5.27M | 0.25% | 90 |
|
2024
Q3 | $5.8M | Buy |
77,240
+6,962
| +10% | +$523K | 0.15% | 151 |
|
2024
Q2 | $5.07M | Sell |
70,278
-5,624
| -7% | -$405K | 0.14% | 158 |
|
2024
Q1 | $5.52M | Buy |
75,902
+3,053
| +4% | +$222K | 0.16% | 134 |
|
2023
Q4 | $5.36M | Buy |
72,849
+11,691
| +19% | +$860K | 0.18% | 132 |
|
2023
Q3 | $4.27M | Buy |
61,158
+9,588
| +19% | +$669K | 0.17% | 138 |
|
2023
Q2 | $3.75M | Buy |
51,570
+7,876
| +18% | +$573K | 0.14% | 161 |
|
2023
Q1 | $3.23M | Buy |
43,694
+1,416
| +3% | +$105K | 0.13% | 190 |
|
2022
Q4 | $3.04M | Buy |
42,278
+268
| +0.6% | +$19.3K | 0.15% | 161 |
|
2022
Q3 | $3M | Buy |
42,010
+2,873
| +7% | +$205K | 0.16% | 163 |
|
2022
Q2 | $2.95M | Sell |
39,137
-8,309
| -18% | -$626K | 0.15% | 175 |
|
2022
Q1 | $3.78M | Sell |
47,446
-21,317
| -31% | -$1.7M | 0.16% | 153 |
|
2021
Q4 | $5.84M | Sell |
68,763
-12,906
| -16% | -$1.1M | 0.25% | 88 |
|
2021
Q3 | $6.99M | Sell |
81,669
-4,321
| -5% | -$370K | 0.35% | 50 |
|
2021
Q2 | $7.39M | Sell |
85,990
-866
| -1% | -$74.5K | 0.37% | 44 |
|
2021
Q1 | $7.36M | Buy |
86,856
+2,307
| +3% | +$196K | 0.44% | 31 |
|
2020
Q4 | $7.46M | Buy |
84,549
+81,295
| +2,498% | +$7.17M | 0.51% | 24 |
|
2020
Q3 | $287K | Sell |
3,254
-67,847
| -95% | -$5.98M | 0.11% | 161 |
|
2020
Q2 | $6.28M | Buy |
71,101
+4,850
| +7% | +$428K | 0.56% | 21 |
|
2020
Q1 | $5.66M | Sell |
66,251
-4,012
| -6% | -$342K | 0.6% | 20 |
|
2019
Q4 | $5.89M | Buy |
70,263
+22,400
| +47% | +$1.88M | 0.45% | 26 |
|
2019
Q3 | $4.04M | Buy |
47,863
+26,250
| +121% | +$2.22M | 0.42% | 38 |
|
2019
Q2 | $1.79M | Buy |
21,613
+168
| +0.8% | +$13.9K | 0.2% | 106 |
|
2019
Q1 | $1.73M | Buy |
21,445
+5,130
| +31% | +$414K | 0.57% | 46 |
|
2018
Q4 | $1.29M | Sell |
16,315
-3,000
| -16% | -$238K | 0.26% | 94 |
|
2018
Q3 | $1.52M | Sell |
19,315
-9,194
| -32% | -$722K | 0.28% | 82 |
|
2018
Q2 | $2.26M | Sell |
28,509
-4,656
| -14% | -$369K | 0.31% | 61 |
|
2018
Q1 | $2.64M | Buy |
33,165
+6,236
| +23% | +$497K | 0.37% | 52 |
|
2017
Q4 | $2.19M | Sell |
26,929
-14,564
| -35% | -$1.19M | 0.33% | 62 |
|
2017
Q3 | $3.4M | Sell |
41,493
-2,380
| -5% | -$195K | 0.52% | 27 |
|
2017
Q2 | $3.57M | Buy |
43,873
+22,971
| +110% | +$1.87M | 0.57% | 23 |
|
2017
Q1 | $1.7M | Buy |
20,902
+3,462
| +20% | +$281K | 0.31% | 65 |
|
2016
Q4 | $1.41M | Buy |
17,440
+3,696
| +27% | +$299K | 0.28% | 63 |
|
2016
Q3 | $1.16M | Buy |
13,744
+2,192
| +19% | +$185K | 0.23% | 83 |
|
2016
Q2 | $974K | Buy |
11,552
+133
| +1% | +$11.2K | 0.2% | 96 |
|
2016
Q1 | $946K | Buy |
11,419
+6,002
| +111% | +$497K | 0.21% | 83 |
|
2015
Q4 | $437K | Buy |
5,417
+2,048
| +61% | +$165K | 0.1% | 146 |
|
2015
Q3 | $276K | Buy |
+3,369
| New | +$276K | 0.07% | 200 |
|
2013
Q4 | – | Sell |
-4,377
| Closed | -$353K | – | 262 |
|
2013
Q3 | $353K | Sell |
4,377
-3,277
| -43% | -$264K | 0.13% | 135 |
|
2013
Q2 | $619K | Buy |
+7,654
| New | +$619K | 0.29% | 87 |
|