Signature Estate & Investment Advisors’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 | $813K | Sell |
11,043
-397
| -3% | -$29.2K | 0.02% | 267 |
|
|
2025
Q1 | $840K | Sell |
11,440
-51
| -0.4% | -$3.75K | 0.02% | 246 |
|
|
2024
Q4 | $826K | Sell |
11,491
-3,714
| -24% | -$267K | 0.02% | 252 |
|
|
2024
Q3 | $1.14M | Buy |
15,205
+881
| +6% | +$66.2K | 0.03% | 184 |
|
|
2024
Q2 | $1.03M | Buy |
+14,324
| New | +$1.03M | 0.03% | 193 |
|
|
2023
Q2 | – | Sell |
-14,126
| Closed | -$1.04M | – | 176 |
|
|
2023
Q1 | $1.04M | Sell |
14,126
-508,149
| -97% | -$37.5M | 0.04% | 93 |
|
|
2022
Q4 | $37.5M | Buy |
+522,275
| New | +$37.5M | 1.35% | 28 |
|
|
2022
Q1 | – | Sell |
-5,361
| Closed | -$454K | – | 164 |
|
|
2021
Q4 | $454K | Buy |
+5,361
| New | +$454K | 0.02% | 117 |
|
|
2021
Q2 | – | Sell |
-3,541
| Closed | -$300K | – | 162 |
|
|
2021
Q1 | $300K | Buy |
+3,541
| New | +$300K | 0.01% | 135 |
|
|
2018
Q3 | – | Sell |
-1,688
| Closed | -$134K | – | 154 |
|
|
2018
Q2 | $134K | Sell |
1,688
-174
| -9% | -$13.8K | 0.01% | 142 |
|
|
2018
Q1 | $149K | Buy |
+1,862
| New | +$149K | 0.02% | 136 |
|
|
2016
Q4 | – | Sell |
-1,197
| Closed | -$101K | – | 157 |
|
|
2016
Q3 | $101K | Buy |
+1,197
| New | +$101K | 0.01% | 155 |
|