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 |
|