Sound Income Strategies’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 | $672K | Sell |
9,122
-443
| -5% | -$32.6K | 0.04% | 167 |
|
2025
Q1 | $703K | Buy |
9,565
+9,088
| +1,905% | +$667K | 0.04% | 165 |
|
2024
Q4 | $34.3K | Buy |
477
+146
| +44% | +$10.5K | ﹤0.01% | 558 |
|
2024
Q3 | $24.8K | Sell |
331
-27
| -8% | -$2.03K | ﹤0.01% | 596 |
|
2024
Q2 | $25.8K | Sell |
358
-297
| -45% | -$21.4K | ﹤0.01% | 566 |
|
2024
Q1 | $47.5K | Sell |
655
-5
| -0.8% | -$363 | ﹤0.01% | 420 |
|
2023
Q4 | $48.5K | Sell |
660
-3,281
| -83% | -$241K | ﹤0.01% | 408 |
|
2023
Q3 | $275K | Buy |
3,941
+1,572
| +66% | +$110K | 0.02% | 137 |
|
2023
Q2 | $172K | Sell |
2,369
-137
| -5% | -$9.96K | 0.02% | 163 |
|
2023
Q1 | $185K | Sell |
2,506
-703
| -22% | -$51.9K | 0.02% | 153 |
|
2022
Q4 | $231K | Buy |
3,209
+1,658
| +107% | +$119K | 0.03% | 130 |
|
2022
Q3 | $111K | Buy |
1,551
+1,196
| +337% | +$85.6K | 0.02% | 166 |
|
2022
Q2 | $27K | Sell |
355
-2
| -0.6% | -$152 | ﹤0.01% | 299 |
|
2022
Q1 | $28K | Buy |
357
+174
| +95% | +$13.6K | ﹤0.01% | 306 |
|
2021
Q4 | $16K | Hold |
183
| – | – | ﹤0.01% | 399 |
|
2021
Q3 | $16K | Hold |
183
| – | – | ﹤0.01% | 375 |
|
2021
Q2 | $16K | Buy |
183
+87
| +91% | +$7.61K | ﹤0.01% | 384 |
|
2021
Q1 | $8.13K | Buy |
96
+17
| +22% | +$1.44K | ﹤0.01% | 539 |
|
2020
Q4 | $7K | Sell |
79
-314
| -80% | -$27.8K | ﹤0.01% | 515 |
|
2020
Q3 | $35K | Buy |
393
+173
| +79% | +$15.4K | 0.01% | 212 |
|
2020
Q2 | $19K | Buy |
220
+60
| +38% | +$5.18K | 0.01% | 275 |
|
2020
Q1 | $14K | Buy |
160
+17
| +12% | +$1.49K | ﹤0.01% | 298 |
|
2019
Q4 | $12K | Hold |
143
| – | – | ﹤0.01% | 297 |
|
2019
Q3 | $12K | Hold |
143
| – | – | ﹤0.01% | 282 |
|
2019
Q2 | $12K | Sell |
143
-42
| -23% | -$3.52K | ﹤0.01% | 299 |
|
2019
Q1 | $15K | Sell |
185
-744
| -80% | -$60.3K | 0.01% | 262 |
|
2018
Q4 | $74K | Buy |
929
+62
| +7% | +$4.94K | 0.04% | 101 |
|
2018
Q3 | $68K | Hold |
867
| – | – | 0.03% | 107 |
|
2018
Q2 | $69K | Buy |
867
+318
| +58% | +$25.3K | 0.04% | 83 |
|
2018
Q1 | $44K | Sell |
549
-111
| -17% | -$8.9K | 0.03% | 128 |
|
2017
Q4 | $53K | Buy |
+660
| New | +$53K | 0.03% | 83 |
|