SevenBridge Financial Group’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 | $355K | Sell |
4,831
-149
| -3% | -$10.9K | 0.06% | 167 |
|
|
2025
Q1 | $360K | Sell |
4,980
-700
| -12% | -$50.6K | 0.07% | 171 |
|
|
2024
Q4 | $410K | Hold |
5,680
| – | – | 0.08% | 161 |
|
|
2024
Q3 | $414K | Hold |
5,680
| – | – | 0.08% | 162 |
|
|
2024
Q2 | $420K | Buy |
5,680
+205
| +4% | +$15.1K | 0.09% | 148 |
|
|
2024
Q1 | $391K | Buy |
5,475
+541
| +11% | +$38.6K | 0.09% | 148 |
|
|
2023
Q4 | $363K | Buy |
+4,934
| New | +$363K | 0.09% | 147 |
|
|
2019
Q3 | – | Sell |
-1,153
| Closed | -$96K | – | 190 |
|
|
2019
Q2 | $96K | Hold |
1,153
| – | – | 0.03% | 197 |
|
|
2019
Q1 | $94K | Hold |
1,153
| – | – | 0.04% | 173 |
|
|
2018
Q4 | $91K | Buy |
1,153
+89
| +8% | +$7.02K | 0.06% | 162 |
|
|
2018
Q3 | $84K | Hold |
1,064
| – | – | 0.04% | 185 |
|
|
2018
Q2 | $84K | Hold |
1,064
| – | – | 0.05% | 193 |
|
|
2018
Q1 | $85K | Hold |
1,064
| – | – | 0.05% | 193 |
|
|
2017
Q4 | $87K | Hold |
1,064
| – | – | 0.05% | 199 |
|
|
2017
Q3 | $87K | Hold |
1,064
| – | – | 0.05% | 195 |
|
|
2017
Q2 | $87K | Hold |
1,064
| – | – | 0.05% | 195 |
|
|
2017
Q1 | $86K | Sell |
1,064
-47
| -4% | -$3.8K | 0.06% | 188 |
|
|
2016
Q4 | $93K | Hold |
1,111
| – | – | 0.07% | 199 |
|
|
2016
Q3 | $93K | Sell |
1,111
-177
| -14% | -$14.8K | 0.07% | 196 |
|
|
2016
Q2 | $109K | Buy |
+1,288
| New | +$109K | 0.08% | 186 |
|