Shufro Rose & Co’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $34.6M | Hold |
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|
2024
Q2 | $34.6M | Buy |
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|
2024
Q1 | $33.8M | Buy |
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|
2023
Q4 | $29.3M | Sell |
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|
2023
Q3 | $29.5M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $9.46M | Buy |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.18M | Hold |
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|
2021
Q1 | $2.15M | Sell |
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|
2020
Q4 | $2.26M | Buy |
|