SOL Capital Management’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 | $3.94M | Sell |
53,475
-15,700
| -23% | -$1.16M | 0.38% | 72 |
|
2025
Q1 | $5.08M | Sell |
69,175
-20,775
| -23% | -$1.53M | 0.56% | 48 |
|
2024
Q4 | $6.47M | Sell |
89,950
-12,975
| -13% | -$933K | 0.72% | 37 |
|
2024
Q3 | $7.73M | Buy |
102,925
+205
| +0.2% | +$15.4K | 0.86% | 30 |
|
2024
Q2 | $7.4M | Buy |
102,720
+310
| +0.3% | +$22.3K | 0.89% | 30 |
|
2024
Q1 | $7.44M | Buy |
102,410
+7,451
| +8% | +$541K | 0.94% | 27 |
|
2023
Q4 | $6.98M | Buy |
94,959
+35,484
| +60% | +$2.61M | 0.95% | 28 |
|
2023
Q3 | $4.15M | Buy |
+59,475
| New | +$4.15M | 0.64% | 43 |
|