Resource Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $269K | Hold |
3,664
| – | – | 0.17% | 63 |
|
|
2023
Q3 | $256K | Sell |
3,664
-327
| -8% | -$22.8K | 0.22% | 53 |
|
|
2023
Q2 | $290K | Buy |
3,991
+1
| +0% | +$73 | 0.23% | 48 |
|
|
2023
Q1 | $295K | Hold |
3,990
| – | – | 0.24% | 47 |
|
|
2022
Q4 | $287K | Sell |
3,990
-4,502
| -53% | -$323K | 0.23% | 54 |
|
|
2022
Q3 | $606K | Sell |
8,492
-1,352
| -14% | -$96.5K | 0.53% | 35 |
|
|
2022
Q2 | $741K | Sell |
9,844
-20,419
| -67% | -$1.54M | 0.62% | 35 |
|
|
2022
Q1 | $2.41M | Buy |
30,263
+274
| +0.9% | +$21.8K | 1.73% | 12 |
|
|
2021
Q4 | $2.54M | Sell |
29,989
-24
| -0.1% | -$2.03K | 1.71% | 10 |
|
|
2021
Q3 | $2.57M | Sell |
30,013
-25
| -0.1% | -$2.14K | 1.61% | 10 |
|
|
2021
Q2 | $2.58M | Sell |
30,038
-105
| -0.3% | -$9.02K | 1.49% | 10 |
|
|
2021
Q1 | $2.55M | Sell |
30,143
-1,133
| -4% | -$96K | 1.67% | 10 |
|
|
2020
Q4 | $2.76M | Sell |
31,276
-3,489
| -10% | -$308K | 1.96% | 10 |
|
|
2020
Q3 | $3.07M | Sell |
34,765
-3,366
| -9% | -$297K | 2.33% | 9 |
|
|
2020
Q2 | $3.37M | Sell |
38,131
-12,199
| -24% | -$1.08M | 2.52% | 10 |
|
|
2020
Q1 | $4.3M | Sell |
50,330
-6,164
| -11% | -$526K | 3.74% | 8 |
|
|
2019
Q4 | $4.74M | Sell |
56,494
-2,567
| -4% | -$215K | 2.71% | 9 |
|
|
2019
Q3 | $4.99M | Sell |
59,061
-5,150
| -8% | -$435K | 2.92% | 8 |
|
|
2019
Q2 | $5.33M | Sell |
64,211
-8,597
| -12% | -$714K | 3.14% | 8 |
|
|
2019
Q1 | $5.91M | Sell |
72,808
-4,883
| -6% | -$396K | 3.91% | 7 |
|
|
2018
Q4 | $6.15M | Buy |
77,691
+35,008
| +82% | +$2.77M | 4.59% | 6 |
|
|
2018
Q3 | $3.36M | Buy |
+42,683
| New | +$3.36M | 2.62% | 7 |
|