Strategic Financial Concepts’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
$2.29M Sell
31,109
-14,790
-32% -$1.09M 0.32% 47
2025
Q1
$3.37M Sell
45,899
-2,723
-6% -$200K 0.63% 40
2024
Q4
$3.5M Buy
48,622
+18,513
+61% +$1.33M 0.67% 36
2024
Q3
$2.26M Sell
30,109
-2,106,506
-99% -$158M 0.72% 33
2024
Q2
$1.21M Buy
2,136,615
+2,091,450
+4,631% +$1.18M 0.7% 41
2024
Q1
$3.28M Buy
45,165
+22,781
+102% +$1.65M 0.79% 37
2023
Q4
$1.65M Sell
22,384
-38,091
-63% -$2.8M 0.98% 34
2023
Q3
$4.22M Sell
60,475
-21,034
-26% -$1.47M 1.43% 15
2023
Q2
$5.92M Sell
81,509
-27,698
-25% -$2.01M 2.18% 7
2023
Q1
$8.06M Buy
+109,207
New +$8.06M 3.25% 3