RIA Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Sell |
391,417
-4,492
| -1% | -$331K | 8.47% | 3 |
|
|
2025
Q1 | $29.1M | Buy |
+395,909
| New | +$29.1M | 9.46% | 2 |
|
|
2024
Q4 | – | Sell |
-451,968
| Closed | -$33.9M | – | 137 |
|
|
2024
Q3 | $33.9M | Buy |
+451,968
| New | +$33.9M | 11.99% | 3 |
|
|
2023
Q4 | – | Sell |
-4,166
| Closed | -$291K | – | 126 |
|
|
2023
Q3 | $291K | Buy |
4,166
+647
| +18% | +$45.2K | 0.13% | 83 |
|
|
2023
Q2 | $256K | Sell |
3,519
-1,390
| -28% | -$101K | 0.11% | 94 |
|
|
2023
Q1 | $362K | Sell |
4,909
-1,213
| -20% | -$89.6K | 0.17% | 80 |
|
|
2022
Q4 | $411K | Buy |
+6,122
| New | +$411K | 0.24% | 64 |
|