Stonegate Investment Group’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 | $317K | Hold |
4,305
| – | – | 0.01% | 293 |
|
2025
Q1 | $316K | Hold |
4,305
| – | – | 0.01% | 265 |
|
2024
Q4 | $310K | Sell |
4,305
-3,612
| -46% | -$260K | 0.01% | 261 |
|
2024
Q3 | $595K | Sell |
7,917
-3,510
| -31% | -$264K | 0.02% | 208 |
|
2024
Q2 | $823K | Buy |
11,427
+3,551
| +45% | +$256K | 0.02% | 180 |
|
2024
Q1 | $572K | Buy |
+7,876
| New | +$572K | 0.02% | 205 |
|