SC
Stephens Consulting’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6M | Sell |
550,751
-15,663
| -3% | -$1.15M | 9.62% | 2 |
|
|
2025
Q1 | $41.6M | Buy |
566,414
+9,217
| +2% | +$677K | 10.43% | 2 |
|
|
2024
Q4 | $40.1M | Buy |
557,197
+40,592
| +8% | +$2.92M | 10.03% | 2 |
|
|
2024
Q3 | $38.8M | Buy |
516,605
+40,377
| +8% | +$3.03M | 9.9% | 2 |
|
|
2024
Q2 | $34.3M | Buy |
476,228
+48,079
| +11% | +$3.46M | 9.75% | 2 |
|
|
2024
Q1 | $31.1M | Buy |
428,149
+137,023
| +47% | +$9.95M | 9.54% | 3 |
|
|
2023
Q4 | $21.4M | Buy |
291,126
+22,680
| +8% | +$1.67M | 7.25% | 4 |
|
|
2023
Q3 | $18.7M | Buy |
268,446
+5,706
| +2% | +$398K | 7.61% | 4 |
|
|
2023
Q2 | $19.1M | Buy |
262,740
+192,289
| +273% | +$14M | 7.57% | 4 |
|
|
2023
Q1 | $5.2M | Buy |
70,451
+8,467
| +14% | +$625K | 3.13% | 6 |
|
|
2022
Q4 | $4.45M | Buy |
61,984
+2,417
| +4% | +$174K | 2.96% | 6 |
|
|
2022
Q3 | $4.25M | Buy |
59,567
+5,306
| +10% | +$378K | 3.82% | 4 |
|
|
2022
Q2 | $4.08M | Buy |
54,261
+4,282
| +9% | +$322K | 3.32% | 5 |
|
|
2022
Q1 | $3.98M | Sell |
49,979
-694
| -1% | -$55.2K | 3.25% | 5 |
|
|
2021
Q4 | $4.29M | Buy |
+50,673
| New | +$4.29M | 3.56% | 4 |
|