Strategic Advocates’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
Q1 | – | Sell |
-12,260
| Closed | -$882K | – | 115 |
|
2024
Q4 | $882K | Buy |
12,260
+2,020
| +20% | +$145K | 0.3% | 53 |
|
2024
Q3 | $769K | Sell |
10,240
-2,160
| -17% | -$162K | 0.28% | 56 |
|
2024
Q2 | $893K | Buy |
12,400
+173
| +1% | +$12.5K | 0.35% | 40 |
|
2024
Q1 | $888K | Buy |
12,227
+4,338
| +55% | +$315K | 0.34% | 51 |
|
2023
Q4 | $580K | Buy |
+7,889
| New | +$580K | 0.25% | 77 |
|