RTD Financial Advisors’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 | $47.9M | Sell |
650,851
-18,064
| -3% | -$1.33M | 6.13% | 2 |
|
|
2025
Q1 | $49.1M | Sell |
668,915
-8,423
| -1% | -$619K | 6.6% | 2 |
|
|
2024
Q4 | $48.7M | Buy |
677,338
+16,264
| +2% | +$1.17M | 6.25% | 2 |
|
|
2024
Q3 | $49.7M | Buy |
661,074
+15,284
| +2% | +$1.15M | 6.29% | 2 |
|
|
2024
Q2 | $46.5M | Sell |
645,790
-32,558
| -5% | -$2.35M | 6.26% | 4 |
|
|
2024
Q1 | $49.3M | Sell |
678,348
-3,736
| -0.5% | -$271K | 6.63% | 3 |
|
|
2023
Q4 | $50.2M | Sell |
682,084
-4,967
| -0.7% | -$365K | 7.04% | 3 |
|
|
2023
Q3 | $47.9M | Sell |
687,051
-16,566
| -2% | -$1.16M | 7.32% | 3 |
|
|
2023
Q2 | $51.1M | Sell |
703,617
-7,552
| -1% | -$549K | 7.44% | 3 |
|
|
2023
Q1 | $52.5M | Sell |
711,169
-6,911
| -1% | -$510K | 8.12% | 3 |
|
|
2022
Q4 | $51.6M | Sell |
718,080
-21,406
| -3% | -$1.54M | 8.41% | 3 |
|
|
2022
Q3 | $52.7M | Sell |
739,486
-13,965
| -2% | -$996K | 9.71% | 2 |
|
|
2022
Q2 | $56.7M | Sell |
753,451
-120,119
| -14% | -$9.04M | 8.7% | 3 |
|
|
2022
Q1 | $69.5M | Sell |
873,570
-27,535
| -3% | -$2.19M | 9.38% | 3 |
|
|
2021
Q4 | $76.4M | Buy |
+901,105
| New | +$76.4M | 10% | 3 |
|