Security Financial Services’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 | $2.5M | Buy |
33,928
+455
| +1% | +$33.5K | 0.44% | 49 |
|
2025
Q1 | $2.46M | Sell |
33,473
-2,746
| -8% | -$202K | 0.49% | 44 |
|
2024
Q4 | $2.6M | Sell |
36,219
-98
| -0.3% | -$7.05K | 0.53% | 41 |
|
2024
Q3 | $2.73M | Sell |
36,317
-2,914
| -7% | -$219K | 0.56% | 38 |
|
2024
Q2 | $2.83M | Buy |
39,231
+2,704
| +7% | +$195K | 0.61% | 37 |
|
2024
Q1 | $2.65M | Buy |
36,527
+150
| +0.4% | +$10.9K | 0.6% | 39 |
|
2023
Q4 | $2.68M | Buy |
36,377
+14,116
| +63% | +$1.04M | 0.66% | 38 |
|
2023
Q3 | $1.55M | Sell |
22,261
-888
| -4% | -$62K | 0.44% | 45 |
|
2023
Q2 | $1.68M | Buy |
23,149
+583
| +3% | +$42.4K | 0.48% | 43 |
|
2023
Q1 | $1.67M | Buy |
22,566
+806
| +4% | +$59.5K | 0.51% | 41 |
|
2022
Q4 | $1.56M | Buy |
21,760
+3,904
| +22% | +$280K | 0.48% | 48 |
|
2022
Q3 | $1.27M | Buy |
17,856
+5,930
| +50% | +$423K | 0.43% | 53 |
|
2022
Q2 | $898K | Sell |
11,926
-753
| -6% | -$56.7K | 0.29% | 65 |
|
2022
Q1 | $1.01M | Buy |
12,679
+4,288
| +51% | +$341K | 0.32% | 57 |
|
2021
Q4 | $711K | Buy |
+8,391
| New | +$711K | 0.24% | 70 |
|