SAM 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 | – | Sell |
-6,561
| Closed | -$482K | – | 43 |
|
|
2025
Q1 | $482K | Sell |
6,561
-3,204
| -33% | -$235K | 0.18% | 33 |
|
|
2024
Q4 | $703K | Buy |
9,765
+3,206
| +49% | +$231K | 0.25% | 27 |
|
|
2024
Q3 | $493K | Sell |
6,559
-267,053
| -98% | -$20.1M | 0.18% | 34 |
|
|
2024
Q2 | $19.7M | Buy |
273,612
+5,996
| +2% | +$432K | 7.14% | 3 |
|
|
2024
Q1 | $19.4M | Buy |
267,616
+9,567
| +4% | +$695K | 7.08% | 3 |
|
|
2023
Q4 | $19M | Buy |
258,049
+10,489
| +4% | +$771K | 7.48% | 3 |
|
|
2023
Q3 | $17.3M | Sell |
247,560
-1,600
| -0.6% | -$112K | 7.49% | 3 |
|
|
2023
Q2 | $18.1M | Buy |
249,160
+90,478
| +57% | +$6.58M | 7.53% | 3 |
|
|
2023
Q1 | $11.7M | Sell |
158,682
-21,471
| -12% | -$1.59M | 5.26% | 6 |
|
|
2022
Q4 | $12.9M | Buy |
+180,153
| New | +$12.9M | 5.7% | 5 |
|