Stage Harbor Financial’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 | $2.24M | Sell |
30,376
-3,546
| -10% | -$261K | 1.82% | 15 |
|
|
2025
Q1 | $2.49M | Sell |
33,922
-217
| -0.6% | -$15.9K | 2.11% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
34,139
+3,006
| +10% | +$216K | 2.14% | 13 |
|
|
2024
Q3 | $2.3M | Hold |
31,133
| – | – | 2.09% | 13 |
|
|
2024
Q2 | $2.24M | Hold |
31,133
| – | – | 2.17% | 14 |
|
|
2024
Q1 | $2.26M | Sell |
31,133
-5,973
| -16% | -$434K | 2.06% | 16 |
|
|
2023
Q4 | $2.73M | Buy |
+37,106
| New | +$2.73M | 2.63% | 15 |
|