Simon Quick Advisors’s Vanguard Total Bond Market BND Stock Holding History

Simon Quick Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.15M	Buy	56,422 +30,565	+118%	+$2.25M	0.17%	88
2025 Q1	$1.9M	Buy	25,857 +2,161	+9%	+$159K	0.11%	87
2024 Q4	$1.7M	Buy	23,696 +3,484	+17%	+$251K	0.1%	92
2024 Q3	$1.52M	Sell	20,212 -227	-1%	-$17.1K	0.1%	99
2024 Q2	$1.47M	Sell	20,439 -1,468	-7%	-$106K	0.1%	93
2024 Q1	$1.59M	Sell	21,907 -1,590	-7%	-$115K	0.12%	86
2023 Q4	$1.73M	Buy	23,497 +3,650	+18%	+$268K	0.15%	80
2023 Q3	$1.38M	Buy	19,847 +340	+2%	+$23.7K	0.13%	88
2023 Q2	$1.42M	Buy	19,507 +3,289	+20%	+$239K	0.13%	82
2023 Q1	$1.2M	Buy	16,218 +3,705	+30%	+$274K	0.13%	86
2022 Q4	$899K	Buy	12,513 +5,405	+76%	+$388K	0.11%	95
2022 Q3	$507K	Sell	7,108 -737	-9%	-$52.6K	0.07%	118
2022 Q2	$596K	Buy	7,845 +1,417	+22%	+$108K	0.08%	111
2022 Q1	$511K	Sell	6,428 -103	-2%	-$8.19K	0.14%	63
2021 Q4	$554K	Buy	6,531 +125	+2%	+$10.6K	0.15%	62
2021 Q3	$547K	Buy	6,406 +23	+0.4%	+$1.96K	0.14%	72
2021 Q2	$548K	Sell	6,383 -1,740	-21%	-$149K	0.15%	63
2021 Q1	$688K	Sell	8,123 -4,186	-34%	-$355K	0.2%	50
2020 Q4	$1.09M	Sell	12,309 -19,365	-61%	-$1.71M	0.33%	35
2020 Q3	$2.79M	Buy	31,674 +607	+2%	+$53.5K	0.8%	21
2020 Q2	$2.75M	Buy	31,067 +9,348	+43%	+$826K	1.04%	18
2020 Q1	$1.85M	Buy	21,719 +21,707	+180,892%	+$1.85M	0.69%	25
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	632
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	358
2019 Q2	$980	Hold	12	–	–	﹤0.01%	414
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	381
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	313
2018 Q3	$1K	Buy	12 +1	+9%	+$83	﹤0.01%	301
2018 Q2	$0	Hold	11	–	–	﹤0.01%	346
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	297
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	422
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	496
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	284
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	318
2016 Q4	$1K	Buy	+11	New	+$1K	﹤0.01%	224