Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.53M | Buy |
75,183
+7,039
| +10% | +$497K | 0.15% | 123 |
|
|
2023
Q3 | $4.76M | Sell |
68,144
-10,691
| -14% | -$763K | 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 | +$5.87M | 0.16% | 128 |
|
|
2022
Q2 | – | Sell |
-3,219
| Closed | -$256K | – | 647 |
|
|
2022
Q1 | $256K | Buy |
+3,219
| New | +$263K | 0.03% | 521 |
|
|
2021
Q4 | – | Sell |
-5,697
| Closed | -$487K | – | 471 |
|
|
2021
Q3 | $487K | Buy |
5,697
+847
| +17% | +$73.1K | 0.07% | 285 |
|
|
2021
Q2 | $417K | Sell |
4,850
-656
| -12% | -$56K | 0.08% | 272 |
|
|
2021
Q1 | $466K | Sell |
5,506
-137,193
| -96% | -$11.8M | 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% | +$2.19M | 0.2% | 100 |
|
|
2020
Q2 | $8.84M | Buy |
100,104
+57,013
| +132% | +$4.98M | 0.17% | 119 |
|
|
2020
Q1 | $3.68M | Buy |
43,091
+2,567
| +6% | +$218K | 0.11% | 158 |
|
|
2019
Q4 | $3.4M | Buy |
40,524
+19,475
| +93% | +$1.64M | 0.1% | 161 |
|
|
2019
Q3 | $1.78M | Buy |
21,049
+16,505
| +363% | +$1.38M | 0.07% | 201 |
|
|
2019
Q2 | $377K | Sell |
4,544
-4,012
| -47% | -$327K | 0.02% | 431 |
|
|
2019
Q1 | $695K | Sell |
8,556
-2,714
| -24% | -$217K | 0.04% | 323 |
|
|
2018
Q4 | $892K | Buy |
11,270
+6,873
| +156% | +$537K | 0.12% | 202 |
|
|
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% | +$294K | 0.13% | 127 |
|
|
2017
Q1 | $835K | Buy |
+10,296
| New | +$833K | 0.13% | 173 |
|
|
2016
Q2 | – | Sell |
-6,822
| Closed | -$565K | – | 218 |
|
|
2016
Q1 | $565K | Sell |
6,822
-37,902
| -85% | -$3.1M | 0.35% | 99 |
|
|
2015
Q4 | $3.61M | Buy |
44,724
+34,838
| +352% | +$2.84M | 0.43% | 56 |
|
|
2015
Q3 | $810K | Buy |
9,886
+5,373
| +119% | +$438K | 0.87% | 26 |
|
|
2015
Q2 | $367K | Buy |
4,513
+118
| +3% | +$9.71K | 0.35% | 69 |
|
|
2015
Q1 | $366K | Sell |
4,395
-1,496
| -25% | -$124K | 0.43% | 54 |
|
|
2014
Q4 | $485K | Buy |
+5,891
| New | +$486K | 0.58% | 45 |
|
Other funds holding BND
MIS
Simplicity Solutions's BND Position: Q4 2023 in Review
Simplicity Solutions increased its Vanguard Total Bond Market (BND) stake by 10% in Q4 2023, buying an estimated $497K and bringing the position to 75,183 shares worth $5.53M. The position accounts for 0.15% of the portfolio, ranked #123.
Simplicity Solutions first reported a position in BND in Q4 2014 and has held it in 28 quarters since. The position peaked at $12.6M in Q4 2020. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.
- Simplicity Solutions held 75,183 shares of Vanguard Total Bond Market worth $5.53M as of Q4 2023.
- Simplicity Solutions bought 7,039 Vanguard Total Bond Market shares in Q4 2023, an estimated $497K.
- Vanguard Total Bond Market made up 0.15% of Simplicity Solutions's portfolio in Q4 2023, its #123 holding.
- Simplicity Solutions first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 28 quarters since.
- Simplicity Solutions's Vanguard Total Bond Market position peaked at $12.6M in Q4 2020.
- 1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.