RWM
Ritholtz Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $122M | Buy |
1,657,402
+243,520
| +17% | +$17.9M | 2.69% | 6 |
|
2025
Q1 | $104M | Buy |
1,413,882
+262,804
| +23% | +$19.3M | 3.1% | 5 |
|
2024
Q4 | $82.8M | Buy |
1,151,078
+44,853
| +4% | +$3.23M | 2.43% | 10 |
|
2024
Q3 | $83.1M | Buy |
1,106,225
+61,006
| +6% | +$4.58M | 2.5% | 9 |
|
2024
Q2 | $75.3M | Buy |
1,045,219
+17,558
| +2% | +$1.27M | 2.48% | 10 |
|
2024
Q1 | $74.6M | Buy |
1,027,661
+1,008,031
| +5,135% | +$73.2M | 2.57% | 10 |
|
2023
Q4 | $1.44M | Buy |
+19,630
| New | +$1.44M | 0.06% | 226 |
|
2021
Q4 | – | Sell |
-3,046
| Closed | -$260K | – | 534 |
|
2021
Q3 | $260K | Sell |
3,046
-667
| -18% | -$56.9K | 0.02% | 404 |
|
2021
Q2 | $319K | Sell |
3,713
-65
| -2% | -$5.58K | 0.02% | 351 |
|
2021
Q1 | $320K | Buy |
3,778
+18
| +0.5% | +$1.53K | 0.03% | 292 |
|
2020
Q4 | $332K | Sell |
3,760
-10,759
| -74% | -$950K | 0.03% | 235 |
|
2020
Q3 | $1.28M | Buy |
14,519
+12,209
| +529% | +$1.08M | 0.14% | 67 |
|
2020
Q2 | $204K | Sell |
2,310
-9,271
| -80% | -$819K | 0.03% | 239 |
|
2020
Q1 | $988K | Sell |
11,581
-4,933
| -30% | -$421K | 0.16% | 51 |
|
2019
Q4 | $1.39M | Sell |
16,514
-969
| -6% | -$81.3K | 0.2% | 40 |
|
2019
Q3 | $1.48M | Sell |
17,483
-82
| -0.5% | -$6.92K | 0.24% | 34 |
|
2019
Q2 | $1.46M | Sell |
17,565
-3,142
| -15% | -$261K | 0.25% | 34 |
|
2019
Q1 | $1.68M | Sell |
20,707
-64,836
| -76% | -$5.26M | 0.31% | 33 |
|
2018
Q4 | $6.78M | Buy |
85,543
+82,573
| +2,780% | +$6.54M | 1.54% | 16 |
|
2018
Q3 | $234K | Sell |
2,970
-429
| -13% | -$33.8K | 0.06% | 102 |
|
2018
Q2 | $269K | Buy |
3,399
+798
| +31% | +$63.2K | 0.07% | 96 |
|
2018
Q1 | $208K | Sell |
2,601
-126,492
| -98% | -$10.1M | 0.06% | 108 |
|
2017
Q4 | $10.5M | Buy |
129,093
+99,618
| +338% | +$8.13M | 3.12% | 11 |
|
2017
Q3 | $2.42M | Sell |
29,475
-6,083
| -17% | -$499K | 0.9% | 15 |
|
2017
Q2 | $2.91M | Buy |
+35,558
| New | +$2.91M | 1.22% | 14 |
|
2016
Q4 | $8.81M | Buy |
+109,027
| New | +$8.81M | 4.51% | 8 |
|