Stifel Financial’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 | $44.3M | Buy |
601,788
+79,856
| +15% | +$5.88M | 0.04% | 370 |
|
|
2025
Q1 | $38.3M | Buy |
521,932
+9,457
| +2% | +$695K | 0.04% | 380 |
|
|
2024
Q4 | $36.9M | Buy |
512,475
+25,437
| +5% | +$1.83M | 0.04% | 394 |
|
|
2024
Q3 | $36.6M | Buy |
487,038
+24,738
| +5% | +$1.86M | 0.04% | 395 |
|
|
2024
Q2 | $33.3M | Sell |
462,300
-26,491
| -5% | -$1.91M | 0.04% | 392 |
|
|
2024
Q1 | $35.5M | Sell |
488,791
-58,313
| -11% | -$4.24M | 0.04% | 373 |
|
|
2023
Q4 | $40.2M | Buy |
547,104
+48,202
| +10% | +$3.55M | 0.05% | 328 |
|
|
2023
Q3 | $34.8M | Sell |
498,902
-277
| -0.1% | -$19.3K | 0.05% | 329 |
|
|
2023
Q2 | $36.3M | Sell |
499,179
-208,183
| -29% | -$15.1M | 0.05% | 318 |
|
|
2023
Q1 | $52.2M | Buy |
707,362
+24,434
| +4% | +$1.8M | 0.07% | 251 |
|
|
2022
Q4 | $49.1M | Sell |
682,928
-5,962
| -0.9% | -$428K | 0.07% | 254 |
|
|
2022
Q3 | $49.1M | Sell |
688,890
-30,606
| -4% | -$2.18M | 0.08% | 245 |
|
|
2022
Q2 | $54.1M | Buy |
719,496
+17,015
| +2% | +$1.28M | 0.08% | 234 |
|
|
2022
Q1 | $55.9M | Buy |
702,481
+81,928
| +13% | +$6.52M | 0.08% | 242 |
|
|
2021
Q4 | $52.6M | Sell |
620,553
-81,306
| -12% | -$6.89M | 0.07% | 245 |
|
|
2021
Q3 | $60M | Sell |
701,859
-7,989
| -1% | -$683K | 0.09% | 219 |
|
|
2021
Q2 | $61M | Sell |
709,848
-12,500
| -2% | -$1.07M | 0.09% | 215 |
|
|
2021
Q1 | $61.2M | Buy |
722,348
+71,941
| +11% | +$6.09M | 0.1% | 206 |
|
|
2020
Q4 | $57.4M | Buy |
650,407
+94,335
| +17% | +$8.32M | 0.1% | 196 |
|
|
2020
Q3 | $49.1M | Buy |
556,072
+106,476
| +24% | +$9.39M | 0.1% | 196 |
|
|
2020
Q2 | $39.7M | Buy |
449,596
+21,782
| +5% | +$1.92M | 0.09% | 210 |
|
|
2020
Q1 | $36.5M | Buy |
427,814
+40,396
| +10% | +$3.45M | 0.1% | 200 |
|
|
2019
Q4 | $32.5M | Buy |
387,418
+19,547
| +5% | +$1.64M | 0.07% | 269 |
|
|
2019
Q3 | $31.1M | Buy |
367,871
+45,344
| +14% | +$3.83M | 0.08% | 243 |
|
|
2019
Q2 | $26.8M | Buy |
322,527
+10,081
| +3% | +$837K | 0.07% | 256 |
|
|
2019
Q1 | $25.4M | Buy |
312,446
+18,675
| +6% | +$1.52M | 0.07% | 260 |
|
|
2018
Q4 | $23.3M | Buy |
293,771
+67,210
| +30% | +$5.32M | 0.08% | 252 |
|
|
2018
Q3 | $17.8M | Sell |
226,561
-7,662
| -3% | -$603K | 0.05% | 334 |
|
|
2018
Q2 | $18.6M | Sell |
234,223
-11,602
| -5% | -$919K | 0.06% | 327 |
|
|
2018
Q1 | $19.7M | Sell |
245,825
-237,651
| -49% | -$19M | 0.06% | 308 |
|
|
2017
Q4 | $39.4M | Sell |
483,476
-270
| -0.1% | -$22K | 0.13% | 180 |
|
|
2017
Q3 | $39.6M | Buy |
483,746
+21,910
| +5% | +$1.8M | 0.14% | 169 |
|
|
2017
Q2 | $37.8M | Buy |
461,836
+3,405
| +0.7% | +$278K | 0.14% | 163 |
|
|
2017
Q1 | $37.2M | Buy |
458,431
+22,682
| +5% | +$1.84M | 0.14% | 160 |
|
|
2016
Q4 | $35.2M | Sell |
435,749
-13,193
| -3% | -$1.07M | 0.15% | 163 |
|
|
2016
Q3 | $37.8M | Sell |
448,942
-17,549
| -4% | -$1.48M | 0.17% | 142 |
|
|
2016
Q2 | $39.3M | Buy |
466,491
+19,991
| +4% | +$1.69M | 0.18% | 126 |
|
|
2016
Q1 | $37M | Buy |
446,500
+17,889
| +4% | +$1.48M | 0.2% | 118 |
|
|
2015
Q4 | $34.6M | Buy |
428,611
+5,867
| +1% | +$474K | 0.18% | 133 |
|
|
2015
Q3 | $34.6M | Sell |
422,744
-6,986
| -2% | -$572K | 0.19% | 131 |
|
|
2015
Q2 | $34.9M | Sell |
429,730
-3,321
| -0.8% | -$270K | 0.18% | 139 |
|
|
2015
Q1 | $36.1M | Buy |
433,051
+16,791
| +4% | +$1.4M | 0.2% | 134 |
|
|
2014
Q4 | $34.3M | Buy |
416,260
+204,408
| +96% | +$16.8M | 0.19% | 138 |
|
|
2014
Q3 | $17.4M | Buy |
211,852
+45,553
| +27% | +$3.73M | 0.15% | 161 |
|
|
2014
Q2 | $13.7M | Buy |
166,299
+119,006
| +252% | +$9.78M | 0.12% | 218 |
|
|
2014
Q1 | $3.84M | Buy |
+47,293
| New | +$3.84M | 0.04% | 530 |
|