Sterling Financial Planning’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 | $580K | Sell |
7,884
-202
| -2% | -$14.9K | 0.19% | 65 |
|
|
2025
Q1 | $594K | Buy |
8,086
+19
| +0.2% | +$1.4K | 0.22% | 64 |
|
|
2024
Q4 | $580K | Buy |
8,067
+983
| +14% | +$70.7K | 0.21% | 64 |
|
|
2024
Q3 | $532K | Hold |
7,084
| – | – | 0.2% | 70 |
|
|
2024
Q2 | $510K | Sell |
7,084
-7,931
| -53% | -$571K | 0.21% | 65 |
|
|
2024
Q1 | $1.09M | Sell |
15,015
-4,667
| -24% | -$339K | 0.44% | 50 |
|
|
2023
Q4 | $1.45M | Buy |
19,682
+12,811
| +186% | +$942K | 0.63% | 42 |
|
|
2023
Q3 | $479K | Buy |
6,871
+138
| +2% | +$9.63K | 0.25% | 62 |
|
|
2023
Q2 | $489K | Buy |
6,733
+396
| +6% | +$28.8K | 0.24% | 63 |
|
|
2023
Q1 | $468K | Sell |
6,337
-4,454
| -41% | -$329K | 0.25% | 64 |
|
|
2022
Q4 | $775K | Buy |
+10,791
| New | +$775K | 0.46% | 45 |
|
|
2021
Q4 | – | Sell |
-127
| Closed | -$11K | – | 138 |
|
|
2021
Q3 | $11K | Hold |
127
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $11K | Buy |
127
+1
| +0.8% | +$87 | 0.01% | 291 |
|
|
2021
Q1 | $11K | Hold |
126
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $11K | Buy |
+126
| New | +$11K | 0.01% | 251 |
|