SAM
Smartleaf Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
98,660
+22,530
| +30% | +$1.65M | 0.64% | 29 |
|
|
2025
Q1 | $5.58M | Buy |
76,130
+42,940
| +129% | +$3.15M | 0.54% | 35 |
|
|
2024
Q4 | $2.39M | Buy |
33,190
+1,552
| +5% | +$112K | 0.24% | 88 |
|
|
2024
Q3 | $2.38M | Sell |
31,638
-1,661
| -5% | -$125K | 0.29% | 78 |
|
|
2024
Q2 | $2.41M | Buy |
33,299
+20,287
| +156% | +$1.47M | 0.4% | 49 |
|
|
2024
Q1 | $946K | Sell |
13,012
-1,919
| -13% | -$140K | 0.18% | 132 |
|
|
2023
Q4 | $1.1M | Buy |
+14,931
| New | +$1.1M | 0.29% | 83 |
|