Souders Financial Advisors’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 | $11.1M | Sell |
150,686
-1,132
| -0.7% | -$83.3K | 1.41% | 20 |
|
|
2025
Q1 | $11.2M | Buy |
151,818
+8,427
| +6% | +$619K | 1.56% | 18 |
|
|
2024
Q4 | $10.3M | Buy |
143,391
+1,286
| +0.9% | +$92.5K | 1.44% | 18 |
|
|
2024
Q3 | $10.7M | Sell |
142,105
-603
| -0.4% | -$45.3K | 1.49% | 17 |
|
|
2024
Q2 | $10.3M | Buy |
142,708
+3,355
| +2% | +$242K | 1.55% | 17 |
|
|
2024
Q1 | $10.1M | Buy |
139,353
+31,625
| +29% | +$2.3M | 1.6% | 17 |
|
|
2023
Q4 | $7.92M | Buy |
+107,728
| New | +$7.92M | 1.36% | 20 |
|