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