SDH
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Sloy Dahl & Holst’s Vanguard Total Bond Market BND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$969K Buy
13,158
+630
+5% +$46.4K 0.13% 42
2025
Q1
$920K Buy
12,528
+1,439
+13% +$106K 0.16% 42
2024
Q4
$797K Buy
11,089
+5,340
+93% +$384K 0.1% 45
2024
Q3
$432K Buy
5,749
+174
+3% +$13.1K 0.07% 59
2024
Q2
$402K Hold
5,575
0.08% 55
2024
Q1
$405K Buy
5,575
+399
+8% +$29K 0.1% 54
2023
Q4
$381K Sell
5,176
-4
-0.1% -$294 0.08% 59
2023
Q3
$361K Hold
5,180
0.08% 55
2023
Q2
$377K Buy
5,180
+1,301
+34% +$94.6K 0.07% 50
2023
Q1
$286K Buy
+3,879
New +$286K 0.06% 53