SMI Advisory Services’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
6,509
-818
| -11% | -$59.5K | 0.09% | 33 |
|
|
2025
Q1 | $534K | Buy |
7,327
+1,200
| +20% | +$87.5K | 0.12% | 19 |
|
|
2024
Q4 | $436K | Sell |
6,127
-1,068
| -15% | -$76K | 0.1% | 43 |
|
|
2024
Q3 | $534K | Hold |
7,195
| – | – | 0.12% | 44 |
|
|
2024
Q2 | $521K | Buy |
+7,195
| New | +$521K | 0.13% | 45 |
|
|
2024
Q1 | – | Sell |
-12,729
| Closed | -$933K | – | 56 |
|
|
2023
Q4 | $933K | Buy |
12,729
+3,958
| +45% | +$290K | 0.24% | 26 |
|
|
2023
Q3 | $611K | Buy |
+8,771
| New | +$611K | 0.22% | 27 |
|
|
2023
Q1 | $594K | Sell |
8,272
-112
| -1% | -$8.05K | 0.2% | 29 |
|
|
2022
Q4 | $598K | Hold |
8,384
| – | – | 0.19% | 26 |
|
|
2022
Q3 | $598K | Sell |
8,384
-3,289
| -28% | -$235K | 0.19% | 26 |
|
|
2022
Q2 | $879K | Buy |
11,673
+188
| +2% | +$14.2K | 0.31% | 21 |
|
|
2022
Q1 | $914K | Buy |
11,485
+2,337
| +26% | +$186K | 0.32% | 19 |
|
|
2021
Q4 | $775K | Buy |
9,148
+1,696
| +23% | +$144K | 0.29% | 24 |
|
|
2021
Q3 | $637K | Sell |
7,452
-182
| -2% | -$15.6K | 0.29% | 20 |
|
|
2021
Q2 | $656K | Buy |
7,634
+260
| +4% | +$22.3K | 0.28% | 20 |
|
|
2021
Q1 | $625K | Buy |
+7,374
| New | +$625K | 0.28% | 21 |
|