RPGK
Retirement Planning Group (Kansas)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
143,520
-9,697
| -6% | -$714K | 0.45% | 27 |
|
|
2025
Q1 | $11.3M | Sell |
153,217
-69,521
| -31% | -$5.11M | 0.53% | 26 |
|
|
2024
Q4 | $16M | Sell |
222,738
-230,860
| -51% | -$16.6M | 0.81% | 23 |
|
|
2024
Q3 | $34.1M | Sell |
453,598
-425,036
| -48% | -$31.9M | 1.86% | 16 |
|
|
2024
Q2 | $63.3M | Buy |
878,634
+26,152
| +3% | +$1.88M | 4.02% | 9 |
|
|
2024
Q1 | $61.9M | Buy |
852,482
+57,275
| +7% | +$4.16M | 4.74% | 7 |
|
|
2023
Q4 | $58.5M | Buy |
795,207
+54,116
| +7% | +$3.98M | 5.24% | 7 |
|
|
2023
Q3 | $51.7M | Sell |
741,091
-30,426
| -4% | -$2.12M | 5.49% | 7 |
|
|
2023
Q2 | $56.1M | Buy |
771,517
+27,305
| +4% | +$1.98M | 5.6% | 7 |
|
|
2023
Q1 | $54.9M | Buy |
744,212
+31,089
| +4% | +$2.3M | 5.85% | 7 |
|
|
2022
Q4 | $51.2M | Sell |
713,123
-15,832
| -2% | -$1.14M | 5.85% | 7 |
|
|
2022
Q3 | $52M | Sell |
728,955
-67,113
| -8% | -$4.79M | 6.54% | 6 |
|
|
2022
Q2 | $59.9M | Buy |
796,068
+9,191
| +1% | +$692K | 7.39% | 6 |
|
|
2022
Q1 | $62.6M | Buy |
786,877
+85,918
| +12% | +$6.83M | 6.84% | 6 |
|
|
2021
Q4 | $59.4M | Buy |
700,959
+11,614
| +2% | +$984K | 5.74% | 7 |
|
|
2021
Q3 | $58.9M | Buy |
689,345
+23,166
| +3% | +$1.98M | 6.7% | 5 |
|
|
2021
Q2 | $57.2M | Buy |
666,179
+88,865
| +15% | +$7.63M | 6.57% | 5 |
|
|
2021
Q1 | $48.9M | Buy |
577,314
+42,023
| +8% | +$3.56M | 6.73% | 5 |
|
|
2020
Q4 | $47.2M | Buy |
535,291
+63,245
| +13% | +$5.58M | 6.84% | 5 |
|
|
2020
Q3 | $41.6M | Buy |
472,046
+199,210
| +73% | +$17.6M | 6.79% | 5 |
|
|
2020
Q2 | $24.1M | Buy |
+272,836
| New | +$24.1M | 4.43% | 10 |
|
|
2020
Q1 | – | Sell |
-2,739
| Closed | -$230K | – | 58 |
|
|
2019
Q4 | $230K | Sell |
2,739
-3,981
| -59% | -$334K | 0.05% | 69 |
|
|
2019
Q3 | $567K | Sell |
6,720
-102
| -1% | -$8.61K | 0.12% | 39 |
|
|
2019
Q2 | $567K | Sell |
6,822
-4,246
| -38% | -$353K | 0.13% | 37 |
|
|
2019
Q1 | $899K | Sell |
11,068
-40,158
| -78% | -$3.26M | 0.22% | 32 |
|
|
2018
Q4 | $4.06M | Sell |
51,226
-782,473
| -94% | -$62M | 1.08% | 19 |
|
|
2018
Q3 | $65.6M | Sell |
833,699
-7,135
| -0.8% | -$562K | 16.9% | 2 |
|
|
2018
Q2 | $66.6M | Sell |
840,834
-18,296
| -2% | -$1.45M | 17.94% | 2 |
|
|
2018
Q1 | $68.7M | Buy |
859,130
+60,619
| +8% | +$4.85M | 18.63% | 2 |
|
|
2017
Q4 | $65.1M | Buy |
798,511
+47,665
| +6% | +$3.89M | 17.78% | 2 |
|
|
2017
Q3 | $61.5M | Buy |
750,846
+39,545
| +6% | +$3.24M | 17.56% | 2 |
|
|
2017
Q2 | $58.2M | Buy |
711,301
+435,908
| +158% | +$35.7M | 17.48% | 2 |
|
|
2017
Q1 | $22.3M | Buy |
275,393
+9,567
| +4% | +$776K | 6.79% | 5 |
|
|
2016
Q4 | $21.5M | Sell |
265,826
-49,224
| -16% | -$3.98M | 6.87% | 5 |
|
|
2016
Q3 | $26.5M | Buy |
315,050
+14,441
| +5% | +$1.22M | 8.57% | 4 |
|
|
2016
Q2 | $25.3M | Buy |
300,609
+12,408
| +4% | +$1.05M | 8.59% | 4 |
|
|
2016
Q1 | $23.9M | Buy |
288,201
+9,038
| +3% | +$748K | 8.45% | 5 |
|
|
2015
Q4 | $22.5M | Buy |
+279,163
| New | +$22.5M | 8.33% | 5 |
|