Sandbox Financial Partners’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 | $861K | Buy |
11,698
+62
| +0.5% | +$4.57K | 0.27% | 52 |
|
2025
Q1 | $855K | Buy |
11,636
+163
| +1% | +$12K | 0.3% | 50 |
|
2024
Q4 | $825K | Buy |
11,473
+616
| +6% | +$44.3K | 0.28% | 50 |
|
2024
Q3 | $815K | Buy |
10,857
+2,578
| +31% | +$194K | 0.29% | 50 |
|
2024
Q2 | $597K | Buy |
8,279
+58
| +0.7% | +$4.18K | 0.23% | 56 |
|
2024
Q1 | $597K | Buy |
8,221
+4,136
| +101% | +$300K | 0.25% | 53 |
|
2023
Q4 | $300K | Sell |
4,085
-1,621
| -28% | -$119K | 0.14% | 71 |
|
2023
Q3 | $398K | Sell |
5,706
-1,592
| -22% | -$111K | 0.21% | 62 |
|
2023
Q2 | $531K | Buy |
7,298
+4
| +0.1% | +$291 | 0.28% | 49 |
|
2023
Q1 | $538K | Buy |
7,294
+225
| +3% | +$16.6K | 0.33% | 42 |
|
2022
Q4 | $508K | Buy |
+7,069
| New | +$508K | 0.35% | 41 |
|
2022
Q3 | – | Sell |
-9,391
| Closed | -$707K | – | 87 |
|
2022
Q2 | $707K | Sell |
9,391
-9,452
| -50% | -$712K | 0.5% | 28 |
|
2022
Q1 | $1.5M | Sell |
18,843
-6,735
| -26% | -$536K | 0.86% | 20 |
|
2021
Q4 | $2.17M | Sell |
25,578
-4,443
| -15% | -$377K | 1.36% | 13 |
|
2021
Q3 | $2.57M | Sell |
30,021
-6,803
| -18% | -$581K | 1.83% | 9 |
|
2021
Q2 | $3.16M | Sell |
36,824
-5,901
| -14% | -$507K | 2.36% | 7 |
|
2021
Q1 | $3.63M | Sell |
42,725
-13,650
| -24% | -$1.16M | 2.96% | 7 |
|
2020
Q4 | $4.97M | Buy |
+56,375
| New | +$4.97M | 4.54% | 7 |
|