Silver Oak Advisory 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 | $41.4M | Buy |
561,691
+16,086
| +3% | +$1.18M | 20.04% | 1 |
|
2025
Q1 | $40.1M | Buy |
545,605
+2,950
| +0.5% | +$217K | 21.28% | 1 |
|
2024
Q4 | $39M | Buy |
542,655
+14,890
| +3% | +$1.07M | 20.64% | 1 |
|
2024
Q3 | $39.6M | Buy |
527,765
+11,359
| +2% | +$853K | 20.33% | 1 |
|
2024
Q2 | $37.2M | Buy |
516,406
+15,316
| +3% | +$1.1M | 20.66% | 1 |
|
2024
Q1 | $36.4M | Buy |
501,090
+21,707
| +5% | +$1.58M | 20.43% | 1 |
|
2023
Q4 | $35.3M | Sell |
479,383
-12,946
| -3% | -$952K | 20.71% | 1 |
|
2023
Q3 | $34.4M | Buy |
492,329
+11,667
| +2% | +$814K | 22.25% | 1 |
|
2023
Q2 | $34.9M | Buy |
480,662
+6,487
| +1% | +$472K | 22.84% | 1 |
|
2023
Q1 | $35M | Buy |
474,175
+10,957
| +2% | +$809K | 23.53% | 1 |
|
2022
Q4 | $33.3M | Buy |
463,218
+8,442
| +2% | +$606K | 23.46% | 1 |
|
2022
Q3 | $32.4M | Sell |
454,776
-7,582
| -2% | -$541K | 24.32% | 1 |
|
2022
Q2 | $34.8M | Buy |
462,358
+8,396
| +2% | +$632K | 24.66% | 1 |
|
2022
Q1 | $36.1M | Buy |
453,962
+6,755
| +2% | +$537K | 23.56% | 1 |
|
2021
Q4 | $37.9M | Buy |
+447,207
| New | +$37.9M | 23.99% | 1 |
|