SCM
Stordahl Capital Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
498,565
+6,391
| +1% | +$471K | 8.16% | 5 |
|
|
2025
Q1 | $36.2M | Buy |
492,174
+6,990
| +1% | +$513K | 8.57% | 5 |
|
|
2024
Q4 | $34.9M | Buy |
485,184
+30,396
| +7% | +$2.19M | 8.25% | 5 |
|
|
2024
Q3 | $34.2M | Buy |
454,788
+8,521
| +2% | +$640K | 8.13% | 5 |
|
|
2024
Q2 | $32.2M | Buy |
446,267
+24,998
| +6% | +$1.8M | 8.05% | 5 |
|
|
2024
Q1 | $30.6M | Buy |
421,269
+18,863
| +5% | +$1.37M | 7.66% | 5 |
|
|
2023
Q4 | $29.6M | Sell |
402,406
-22,006
| -5% | -$1.62M | 8.05% | 5 |
|
|
2023
Q3 | $29.6M | Buy |
424,412
+8,785
| +2% | +$613K | 8.95% | 4 |
|
|
2023
Q2 | $30.2M | Buy |
415,627
+2,813
| +0.7% | +$204K | 8.71% | 4 |
|
|
2023
Q1 | $30.5M | Sell |
412,814
-19
| -0% | -$1.4K | 9.28% | 4 |
|
|
2022
Q4 | $29.7M | Sell |
412,833
-7,706
| -2% | -$554K | 9.71% | 3 |
|
|
2022
Q3 | $30M | Buy |
420,539
+2,543
| +0.6% | +$181K | 10.84% | 2 |
|
|
2022
Q2 | $31.5M | Buy |
417,996
+2,289
| +0.6% | +$172K | 11.94% | 2 |
|
|
2022
Q1 | $33.1M | Buy |
415,707
+5,219
| +1% | +$415K | 12.26% | 3 |
|
|
2021
Q4 | $34.8M | Buy |
410,488
+14,203
| +4% | +$1.2M | 12.94% | 2 |
|
|
2021
Q3 | $33.9M | Buy |
396,285
+28,250
| +8% | +$2.41M | 13.5% | 2 |
|
|
2021
Q2 | $31.6M | Buy |
368,035
+15,689
| +4% | +$1.35M | 12.81% | 3 |
|
|
2021
Q1 | $29.9M | Buy |
352,346
+27,185
| +8% | +$2.3M | 12.59% | 3 |
|
|
2020
Q4 | $28.7M | Buy |
325,161
+24,602
| +8% | +$2.17M | 13% | 2 |
|
|
2020
Q3 | $26.5M | Buy |
300,559
+10,731
| +4% | +$947K | 13.72% | 2 |
|
|
2020
Q2 | $25.6M | Buy |
289,828
+7,657
| +3% | +$676K | 14.21% | 2 |
|
|
2020
Q1 | $24.3M | Sell |
282,171
-12,064
| -4% | -$1.04M | 14.99% | 2 |
|
|
2019
Q4 | $24.7M | Buy |
294,235
+9,928
| +3% | +$833K | 9.97% | 2 |
|
|
2019
Q3 | $24M | Buy |
284,307
+1,391
| +0.5% | +$117K | 9.58% | 2 |
|
|
2019
Q2 | $23.4M | Sell |
282,916
-744
| -0.3% | -$61.4K | 9.06% | 3 |
|
|
2019
Q1 | $22.9M | Buy |
283,660
+52,669
| +23% | +$4.25M | 9.29% | 3 |
|
|
2018
Q4 | $18.3M | Sell |
230,991
-36,528
| -14% | -$2.89M | 8.95% | 3 |
|
|
2018
Q3 | $20.8M | Buy |
267,519
+23,163
| +9% | +$1.8M | 9.3% | 3 |
|
|
2018
Q2 | $19.4M | Buy |
244,356
+9,792
| +4% | +$775K | 8.69% | 3 |
|
|
2018
Q1 | $18.7M | Buy |
234,564
+15,812
| +7% | +$1.26M | 8.92% | 3 |
|
|
2017
Q4 | $17.8M | Buy |
+218,752
| New | +$17.8M | 8.48% | 3 |
|