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Second Half Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Second Half Financial Partners’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,361
Closed -$244K – 48
2023
Q2 		$244K Buy
+3,361
New +$246K 0.06% 136

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Vanguard Group
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SEI Investments
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Second Half Financial Partners's BND Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 3,361 shares — an estimated $244K sold.

Second Half Financial Partners first reported a position in BND in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 3,361 Vanguard Total Bond Market shares in Q3 2023, an estimated $244K.
  • Second Half Financial Partners first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Total Bond Market position peaked at $244K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.