RPCA
Running Point Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $174K | Hold |
2,360
| – | – | 0.05% | 124 |
|
2025
Q1 | $173K | Hold |
2,360
| – | – | 0.06% | 119 |
|
2024
Q4 | $170K | Buy |
2,360
+794
| +51% | +$57.1K | 0.06% | 108 |
|
2024
Q3 | $118K | Sell |
1,566
-106
| -6% | -$7.96K | 0.05% | 102 |
|
2024
Q2 | $120K | Hold |
1,672
| – | – | 0.05% | 96 |
|
2024
Q1 | $121K | Hold |
1,672
| – | – | 0.05% | 99 |
|
2023
Q4 | $123K | Sell |
1,672
-6,576
| -80% | -$484K | 0.06% | 106 |
|
2023
Q3 | $576K | Hold |
8,248
| – | – | 0.33% | 49 |
|
2023
Q2 | $600K | Hold |
8,248
| – | – | 0.34% | 48 |
|
2023
Q1 | $609K | Hold |
8,248
| – | – | 0.37% | 47 |
|
2022
Q4 | $593K | Buy |
8,248
+6,224
| +308% | +$447K | 0.36% | 45 |
|
2022
Q3 | $144K | Sell |
2,024
-2,929
| -59% | -$208K | 0.1% | 106 |
|
2022
Q2 | $373K | Buy |
4,953
+1,482
| +43% | +$112K | 0.24% | 58 |
|
2022
Q1 | $276K | Sell |
3,471
-3,939
| -53% | -$313K | 0.16% | 75 |
|
2021
Q4 | $628K | Sell |
7,410
-23,003
| -76% | -$1.95M | 0.38% | 40 |
|
2021
Q3 | $2.6M | Buy |
30,413
+2,906
| +11% | +$248K | 1.15% | 24 |
|
2021
Q2 | $2.36M | Hold |
27,507
| – | – | 1.07% | 26 |
|
2021
Q1 | $2.33M | Buy |
27,507
+2,398
| +10% | +$203K | 1.29% | 22 |
|
2020
Q4 | $2.21M | Buy |
+25,109
| New | +$2.21M | 1.29% | 24 |
|