Simplicity Solutions’s Vanguard Total Bond Market BND Stock Holding History

Simplicity Solutions’s Portfolio BND Stock Details BND Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.53M	Buy	75,183 +7,039	+10%	+$518K	0.15%	123
2023 Q3	$4.76M	Sell	68,144 -10,691	-14%	-$746K	0.15%	128
2023 Q2	$5.73M	Sell	78,835 -1,439	-2%	-$105K	0.16%	126
2023 Q1	$5.93M	Buy	+80,274	New	+$5.93M	0.16%	128
2022 Q2	–	Sell	-3,219	Closed	-$256K	–	647
2022 Q1	$256K	Buy	+3,219	New	+$256K	0.03%	521
2021 Q4	–	Sell	-5,697	Closed	-$487K	–	471
2021 Q3	$487K	Buy	5,697 +847	+17%	+$72.4K	0.07%	285
2021 Q2	$417K	Sell	4,850 -656	-12%	-$56.4K	0.08%	272
2021 Q1	$466K	Sell	5,506 -137,193	-96%	-$11.6M	0.1%	215
2020 Q4	$12.6M	Buy	142,699 +17,839	+14%	+$1.57M	0.19%	121
2020 Q3	$11M	Buy	124,860 +24,756	+25%	+$2.18M	0.2%	100
2020 Q2	$8.84M	Buy	100,104 +57,013	+132%	+$5.04M	0.17%	119
2020 Q1	$3.68M	Buy	43,091 +2,567	+6%	+$219K	0.11%	158
2019 Q4	$3.4M	Buy	40,524 +19,475	+93%	+$1.63M	0.1%	161
2019 Q3	$1.78M	Buy	21,049 +16,505	+363%	+$1.39M	0.07%	201
2019 Q2	$377K	Sell	4,544 -4,012	-47%	-$333K	0.02%	431
2019 Q1	$695K	Sell	8,556 -2,714	-24%	-$220K	0.04%	323
2018 Q4	$892K	Buy	11,270 +6,873	+156%	+$544K	0.12%	201
2018 Q3	$346K	Buy	4,397 +1,319	+43%	+$104K	0.02%	341
2018 Q2	$243K	Buy	+3,078	New	+$243K	0.02%	424
2018 Q1	–	Sell	-2,454	Closed	-$200K	–	373
2017 Q4	$200K	Buy	+2,454	New	+$200K	0.02%	350
2017 Q3	–	Sell	-13,900	Closed	-$1.14M	–	225
2017 Q2	$1.14M	Buy	13,900 +3,604	+35%	+$295K	0.13%	127
2017 Q1	$835K	Buy	+10,296	New	+$835K	0.13%	173
2016 Q2	–	Sell	-6,822	Closed	-$565K	–	218
2016 Q1	$565K	Sell	6,822 -37,902	-85%	-$3.14M	0.35%	99
2015 Q4	$3.61M	Buy	44,724 +34,838	+352%	+$2.81M	0.43%	56
2015 Q3	$810K	Buy	9,886 +5,373	+119%	+$440K	0.87%	26
2015 Q2	$367K	Buy	4,513 +118	+3%	+$9.6K	0.35%	69
2015 Q1	$366K	Sell	4,395 -1,496	-25%	-$125K	0.43%	54
2014 Q4	$485K	Buy	+5,891	New	+$485K	0.58%	45