Southland Equity Partners’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 | $1.61M | Buy |
21,928
+238
| +1% | +$17.5K | 0.35% | 58 |
|
|
2025
Q1 | $1.59M | Buy |
21,690
+1,507
| +7% | +$111K | 0.37% | 53 |
|
|
2024
Q4 | $1.45M | Buy |
20,183
+357
| +2% | +$25.7K | 0.34% | 55 |
|
|
2024
Q3 | $1.49M | Buy |
19,826
+14,850
| +298% | +$1.12M | 0.36% | 57 |
|
|
2024
Q2 | $359K | Buy |
4,976
+559
| +13% | +$40.3K | 0.1% | 129 |
|
|
2024
Q1 | $321K | Buy |
+4,417
| New | +$321K | 0.09% | 145 |
|
|
2023
Q2 | – | Sell |
-3,792
| Closed | -$280K | – | 184 |
|
|
2023
Q1 | $280K | Sell |
3,792
-84
| -2% | -$6.2K | 0.11% | 137 |
|
|
2022
Q4 | $278K | Sell |
3,876
-224
| -5% | -$16.1K | 0.11% | 133 |
|
|
2022
Q3 | $292K | Buy |
4,100
+64
| +2% | +$4.57K | 0.14% | 109 |
|
|
2022
Q2 | $304K | Sell |
4,036
-1
| -0% | -$75 | 0.14% | 113 |
|
|
2022
Q1 | $321K | Sell |
4,037
-539
| -12% | -$42.9K | 0.13% | 117 |
|
|
2021
Q4 | $388K | Buy |
4,576
+297
| +7% | +$25.2K | 0.16% | 96 |
|
|
2021
Q3 | $366K | Buy |
4,279
+559
| +15% | +$47.8K | 0.17% | 96 |
|
|
2021
Q2 | $320K | Buy |
+3,720
| New | +$320K | 0.15% | 103 |
|
|
2021
Q1 | – | Sell |
-2,301
| Closed | -$203K | – | 146 |
|
|
2020
Q4 | $203K | Buy |
+2,301
| New | +$203K | 0.14% | 123 |
|