Stephen J. Garry & 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 | $9.49M | Sell |
128,916
-4,977
| -4% | -$366K | 8.2% | 4 |
|
|
2025
Q1 | $9.83M | Buy |
133,893
+6,122
| +5% | +$450K | 9.2% | 2 |
|
|
2024
Q4 | $9.19M | Buy |
127,771
+36,676
| +40% | +$2.64M | 8.48% | 2 |
|
|
2024
Q3 | $6.84M | Buy |
91,095
+14,878
| +20% | +$1.12M | 6.5% | 4 |
|
|
2024
Q2 | $5.49M | Sell |
76,217
-365
| -0.5% | -$26.3K | 5.56% | 7 |
|
|
2024
Q1 | $5.56M | Buy |
76,582
+3,008
| +4% | +$218K | 5.76% | 7 |
|
|
2023
Q4 | $5.41M | Buy |
+73,574
| New | +$5.41M | 5.99% | 6 |
|