Rothschild Investment LLC’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 | $314K | Sell |
4,263
-313
| -7% | -$23K | 0.02% | 415 |
|
|
2025
Q1 | $336K | Buy |
4,576
+378
| +9% | +$27.8K | 0.02% | 401 |
|
|
2024
Q4 | $302K | Sell |
4,198
-1,342
| -24% | -$96.5K | 0.02% | 424 |
|
|
2024
Q3 | $416K | Sell |
5,540
-1,933
| -26% | -$145K | 0.03% | 376 |
|
|
2024
Q2 | $538K | Sell |
7,473
-931
| -11% | -$67.1K | 0.04% | 316 |
|
|
2024
Q1 | $610K | Buy |
8,404
+46
| +0.6% | +$3.34K | 0.04% | 293 |
|
|
2023
Q4 | $615K | Buy |
+8,358
| New | +$615K | 0.05% | 254 |
|