Root Financial Partners’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 | $6.32M | Sell |
85,817
-27,414
| -24% | -$2.02M | 0.61% | 24 |
|
|
2025
Q1 | $8.32M | Buy |
113,231
+62,335
| +122% | +$4.58M | 0.89% | 21 |
|
|
2024
Q4 | $3.66M | Buy |
50,896
+24,731
| +95% | +$1.78M | 0.45% | 25 |
|
|
2024
Q3 | $1.97M | Sell |
26,165
-2,877
| -10% | -$216K | 0.31% | 27 |
|
|
2024
Q2 | $2.09M | Buy |
29,042
+14,059
| +94% | +$1.01M | 0.49% | 24 |
|
|
2024
Q1 | $1.09M | Sell |
14,983
-337
| -2% | -$24.5K | 0.32% | 33 |
|
|
2023
Q4 | $1.13M | Buy |
15,320
+522
| +4% | +$38.4K | 0.42% | 27 |
|
|
2023
Q3 | $1.03M | Buy |
14,798
+1,171
| +9% | +$81.7K | 0.55% | 25 |
|
|
2023
Q2 | $991K | Sell |
13,627
-21,106
| -61% | -$1.53M | 0.59% | 24 |
|
|
2023
Q1 | $2.56M | Buy |
+34,733
| New | +$2.56M | 1.83% | 12 |
|