RCS Financial Planning’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 | $380K | Buy |
5,166
+35
| +0.7% | +$2.58K | 0.19% | 63 |
|
|
2025
Q1 | $377K | Sell |
5,131
-1,858
| -27% | -$136K | 0.2% | 61 |
|
|
2024
Q4 | $503K | Sell |
6,989
-3,524
| -34% | -$253K | 0.27% | 52 |
|
|
2024
Q3 | $790K | Buy |
10,513
+9
| +0.1% | +$676 | 0.44% | 35 |
|
|
2024
Q2 | $757K | Buy |
10,504
+1,649
| +19% | +$119K | 0.45% | 36 |
|
|
2024
Q1 | $643K | Buy |
8,855
+310
| +4% | +$22.5K | 0.4% | 43 |
|
|
2023
Q4 | $628K | Sell |
8,545
-5,751
| -40% | -$423K | 0.41% | 39 |
|
|
2023
Q3 | $998K | Buy |
14,296
+733
| +5% | +$51.2K | 0.76% | 30 |
|
|
2023
Q2 | $986K | Sell |
13,563
-6,132
| -31% | -$446K | 0.81% | 29 |
|
|
2023
Q1 | $1.45M | Buy |
19,695
+2,420
| +14% | +$179K | 1.29% | 19 |
|
|
2022
Q4 | $1.24M | Buy |
+17,275
| New | +$1.24M | 1.21% | 19 |
|