Safeguard Investment Advisory Group’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 | $1M | Buy |
+13,623
| New | +$1M | 0.25% | 43 |
|
|
2025
Q1 | – | Sell |
-2,850
| Closed | -$205K | – | 142 |
|
|
2024
Q4 | $205K | Buy |
+2,850
| New | +$205K | 0.06% | 110 |
|
|
2023
Q1 | – | Sell |
-4,206
| Closed | -$302K | – | 101 |
|
|
2022
Q4 | $302K | Sell |
4,206
-1,173
| -22% | -$84.3K | 0.19% | 72 |
|
|
2022
Q3 | $383K | Buy |
5,379
+1,052
| +24% | +$74.9K | 0.26% | 54 |
|
|
2022
Q2 | $344K | Hold |
4,327
| – | – | 0.21% | 67 |
|
|
2022
Q1 | $344K | Sell |
4,327
-302
| -7% | -$24K | 0.23% | 59 |
|
|
2021
Q4 | $392K | Buy |
4,629
+55
| +1% | +$4.66K | 0.23% | 59 |
|
|
2021
Q3 | $390K | Sell |
4,574
-3,962
| -46% | -$338K | 0.25% | 55 |
|
|
2021
Q2 | $733K | Sell |
8,536
-3,798
| -31% | -$326K | 0.52% | 34 |
|
|
2021
Q1 | $1.04M | Sell |
12,334
-3,298
| -21% | -$279K | 0.93% | 24 |
|
|
2020
Q4 | $1.38M | Buy |
+15,632
| New | +$1.38M | 1.22% | 18 |
|