PFA
Pure Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $497M | Buy |
6,753,466
+374,090
| +6% | +$27.5M | 8.75% | 2 |
|
2025
Q1 | $469M | Buy |
6,379,376
+700,378
| +12% | +$51.4M | 9.8% | 2 |
|
2024
Q4 | $408M | Buy |
5,678,998
+765,946
| +16% | +$55.1M | 9.28% | 2 |
|
2024
Q3 | $369M | Buy |
4,913,052
+704,795
| +17% | +$52.9M | 8.86% | 2 |
|
2024
Q2 | $303M | Buy |
4,208,257
+491,704
| +13% | +$35.4M | 8.41% | 2 |
|
2024
Q1 | $270M | Buy |
3,716,553
+387,513
| +12% | +$28.1M | 8.45% | 2 |
|
2023
Q4 | $245M | Buy |
3,329,040
+356,118
| +12% | +$26.2M | 8.45% | 2 |
|
2023
Q3 | $207M | Buy |
2,972,922
+299,173
| +11% | +$20.9M | 8.48% | 2 |
|
2023
Q2 | $194M | Buy |
2,673,749
+351,543
| +15% | +$25.6M | 8.24% | 2 |
|
2023
Q1 | $171M | Buy |
2,322,206
+279,752
| +14% | +$20.7M | 7.94% | 2 |
|
2022
Q4 | $147M | Buy |
2,042,454
+347,449
| +20% | +$25M | 7.58% | 2 |
|
2022
Q3 | $121M | Buy |
1,695,005
+253,410
| +18% | +$18.1M | 7.03% | 2 |
|
2022
Q2 | $108M | Buy |
1,441,595
+193,127
| +15% | +$14.5M | 6.72% | 2 |
|
2022
Q1 | $99.3M | Buy |
1,248,468
+201,711
| +19% | +$16M | 4.54% | 4 |
|
2021
Q4 | $88.7M | Buy |
1,046,757
+243,331
| +30% | +$20.6M | 4.4% | 7 |
|
2021
Q3 | $68.7M | Buy |
803,426
+195,764
| +32% | +$16.7M | 5.29% | 6 |
|
2021
Q2 | $52.2M | Buy |
607,662
+116,589
| +24% | +$10M | 4.24% | 7 |
|
2021
Q1 | $41.6M | Buy |
491,073
+186,212
| +61% | +$15.8M | 4.13% | 7 |
|
2020
Q4 | $26.9M | Buy |
304,861
+196,650
| +182% | +$17.3M | 3.22% | 7 |
|
2020
Q3 | $9.55M | Buy |
108,211
+73,393
| +211% | +$6.47M | 1.39% | 21 |
|
2020
Q2 | $3.08M | Sell |
34,818
-1,299
| -4% | -$115K | 0.48% | 42 |
|
2020
Q1 | $3.08M | Sell |
36,117
-7,858
| -18% | -$671K | 0.52% | 38 |
|
2019
Q4 | $3.69M | Sell |
43,975
-1,043
| -2% | -$87.5K | 0.63% | 36 |
|
2019
Q3 | $3.8M | Buy |
45,018
+468
| +1% | +$39.5K | 0.69% | 33 |
|
2019
Q2 | $3.7M | Sell |
44,550
-442
| -1% | -$36.7K | 0.66% | 36 |
|
2019
Q1 | $3.65M | Sell |
44,992
-2,366
| -5% | -$192K | 0.69% | 34 |
|
2018
Q4 | $3.75M | Buy |
47,358
+11,739
| +33% | +$930K | 0.76% | 34 |
|
2018
Q3 | $2.8M | Buy |
+35,619
| New | +$2.8M | 0.61% | 37 |
|
2017
Q4 | – | Sell |
-180,654
| Closed | -$14.8M | – | 14 |
|
2017
Q3 | $14.8M | Buy |
180,654
+1,999
| +1% | +$164K | 3.81% | 6 |
|
2017
Q2 | $14.6M | Buy |
178,655
+8,415
| +5% | +$689K | 3.94% | 6 |
|
2017
Q1 | $13.8M | Sell |
170,240
-117,500
| -41% | -$9.53M | 3.99% | 6 |
|
2016
Q4 | $23.2M | Buy |
287,740
+94,166
| +49% | +$7.61M | 6.97% | 4 |
|
2016
Q3 | $16.3M | Buy |
193,574
+1,574
| +0.8% | +$132K | 5.23% | 5 |
|
2016
Q2 | $16.2M | Buy |
192,000
+3,220
| +2% | +$271K | 5.56% | 5 |
|
2016
Q1 | $15.6M | Sell |
188,780
-7,390
| -4% | -$611K | 5.59% | 5 |
|
2015
Q4 | $15.8M | Sell |
196,170
-30,501
| -13% | -$2.46M | 6.87% | 4 |
|
2015
Q3 | $18.6M | Buy |
226,671
+45,797
| +25% | +$3.75M | 8.69% | 3 |
|
2015
Q2 | $14.7M | Buy |
180,874
+63,353
| +54% | +$5.15M | 7.28% | 4 |
|
2015
Q1 | $9.8M | Buy |
117,521
+10,129
| +9% | +$844K | 3.27% | 5 |
|
2014
Q4 | $8.85M | Buy |
107,392
+7,620
| +8% | +$628K | 3.05% | 5 |
|
2014
Q3 | $8.17M | Buy |
99,772
+4,581
| +5% | +$375K | 3.03% | 5 |
|
2014
Q2 | $7.83M | Buy |
95,191
+2,398
| +3% | +$197K | 2.88% | 5 |
|
2014
Q1 | $7.53M | Sell |
92,793
-1,186
| -1% | -$96.3K | 3.06% | 5 |
|
2013
Q4 | $7.52M | Buy |
93,979
+11,838
| +14% | +$948K | 3.29% | 5 |
|
2013
Q3 | $6.64M | Buy |
82,141
+21,689
| +36% | +$1.75M | 3.2% | 5 |
|
2013
Q2 | $4.89M | Buy |
+60,452
| New | +$4.89M | 2.61% | 8 |
|