Squire Investment Management Company’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 | $1.45M | Buy |
19,736
+2,758
| +16% | +$203K | 0.54% | 27 |
|
|
2025
Q1 | $1.25M | Hold |
16,978
| – | – | 0.52% | 28 |
|
|
2024
Q4 | $1.22M | Buy |
16,978
+4,138
| +32% | +$298K | 0.54% | 27 |
|
|
2024
Q3 | $964K | Hold |
12,840
| – | – | 0.46% | 28 |
|
|
2024
Q2 | $925K | Buy |
12,840
+2,105
| +20% | +$152K | 0.52% | 25 |
|
|
2024
Q1 | $780K | Buy |
10,735
+1,169
| +12% | +$84.9K | 0.49% | 29 |
|
|
2023
Q4 | $704K | Buy |
+9,566
| New | +$704K | 0.57% | 27 |
|