Sterling Financial Planning’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Sell |
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|
2025
Q2 | $580K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $580K | Buy |
|
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|
2024
Q3 | $532K | Hold |
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|
2024
Q2 | $510K | Sell |
|
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.45M | Buy |
|
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $775K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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