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