Sharp 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 | $1.02M | Buy |
13,859
+248
| +2% | +$18.3K | 0.66% | 20 |
|
|
2025
Q1 | $1,000K | Buy |
13,611
+458
| +3% | +$33.6K | 0.77% | 18 |
|
|
2024
Q4 | $946K | Sell |
13,153
-777
| -6% | -$55.9K | 0.72% | 25 |
|
|
2024
Q3 | $1.05M | Sell |
13,930
-156
| -1% | -$11.7K | 0.81% | 22 |
|
|
2024
Q2 | $1.01M | Buy |
14,086
+300
| +2% | +$21.6K | 0.87% | 21 |
|
|
2024
Q1 | $1M | Sell |
13,786
-1,150
| -8% | -$83.5K | 0.93% | 19 |
|
|
2023
Q4 | $1.1M | Buy |
+14,936
| New | +$1.1M | 1.19% | 18 |
|