Richardson Financial Services’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 | $624K | Sell |
8,479
-165
| -2% | -$12.1K | 0.42% | 65 |
|
|
2025
Q1 | $635K | Buy |
8,644
+357
| +4% | +$26.2K | 0.48% | 54 |
|
|
2024
Q4 | $596K | Sell |
8,287
-7,026
| -46% | -$505K | 0.42% | 61 |
|
|
2024
Q3 | $1.12M | Buy |
15,313
+6,882
| +82% | +$505K | 0.71% | 31 |
|
|
2024
Q2 | $607K | Sell |
8,431
-464
| -5% | -$33.4K | 0.44% | 62 |
|
|
2024
Q1 | $646K | Buy |
8,895
+6,061
| +214% | +$440K | 0.46% | 62 |
|
|
2023
Q4 | $208K | Buy |
+2,834
| New | +$208K | 0.18% | 125 |
|