Stegner Investment Associates’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 | $427K | Sell |
5,794
-235
| -4% | -$17.3K | 0.26% | 18 |
|
|
2025
Q1 | $443K | Buy |
6,029
+224
| +4% | +$16.5K | 0.31% | 18 |
|
|
2024
Q4 | $417K | Buy |
5,805
+536
| +10% | +$38.5K | 0.28% | 20 |
|
|
2024
Q3 | $396K | Sell |
5,269
-233
| -4% | -$17.5K | 0.27% | 20 |
|
|
2024
Q2 | $396K | Buy |
5,502
+218
| +4% | +$15.7K | 0.29% | 19 |
|
|
2024
Q1 | $384K | Buy |
5,284
+319
| +6% | +$23.2K | 0.28% | 19 |
|
|
2023
Q4 | $365K | Sell |
4,965
-34
| -0.7% | -$2.5K | 0.29% | 19 |
|
|
2023
Q3 | $349K | Buy |
4,999
+259
| +5% | +$18.1K | 0.3% | 20 |
|
|
2023
Q2 | $345K | Buy |
4,740
+267
| +6% | +$19.4K | 0.28% | 19 |
|
|
2023
Q1 | $329K | Buy |
4,473
+463
| +12% | +$34.1K | 0.29% | 19 |
|
|
2022
Q4 | $288K | Buy |
4,010
+36
| +0.9% | +$2.59K | 0.26% | 21 |
|
|
2022
Q3 | $280K | Buy |
3,974
+26
| +0.7% | +$1.83K | 0.27% | 19 |
|
|
2022
Q2 | $297K | Buy |
3,948
+18
| +0.5% | +$1.35K | 0.29% | 19 |
|
|
2022
Q1 | $313K | Buy |
3,930
+523
| +15% | +$41.7K | 0.25% | 20 |
|
|
2021
Q4 | $289K | Buy |
+3,407
| New | +$289K | 0.21% | 21 |
|