SIC
SJS Investment Consulting’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
20,269
-8,971
| -31% | -$661K | 0.24% | 33 |
|
|
2025
Q1 | $2.15M | Sell |
29,240
-550
| -2% | -$40.4K | 0.37% | 27 |
|
|
2024
Q4 | $2.14M | Buy |
29,790
+7,515
| +34% | +$540K | 0.37% | 27 |
|
|
2024
Q3 | $1.67M | Sell |
22,275
-21,542
| -49% | -$1.62M | 0.3% | 31 |
|
|
2024
Q2 | $3.16M | Sell |
43,817
-61,713
| -58% | -$4.45M | 0.61% | 17 |
|
|
2024
Q1 | $7.66M | Buy |
105,530
+16,626
| +19% | +$1.21M | 1.53% | 8 |
|
|
2023
Q4 | $6.54M | Sell |
88,904
-55,259
| -38% | -$4.06M | 1.48% | 9 |
|
|
2023
Q3 | $10.1M | Sell |
144,163
-22,330
| -13% | -$1.56M | 2.52% | 6 |
|
|
2023
Q2 | $12.1M | Buy |
166,493
+6,662
| +4% | +$484K | 3.04% | 5 |
|
|
2023
Q1 | $11.8M | Buy |
159,831
+122,567
| +329% | +$9.05M | 3.22% | 5 |
|
|
2022
Q4 | $2.68M | Buy |
37,264
+13,526
| +57% | +$972K | 0.8% | 9 |
|
|
2022
Q3 | $1.69M | Buy |
+23,738
| New | +$1.69M | 0.57% | 13 |
|
|
2022
Q1 | $1.1M | Buy |
13,823
+2,831
| +26% | +$225K | 0.34% | 26 |
|
|
2021
Q4 | $932K | Buy |
+10,992
| New | +$932K | 0.28% | 30 |
|