Strategic Financial Planning’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 | $1.29M | Buy |
17,455
+1,040
| +6% | +$76.6K | 0.8% | 24 |
|
|
2025
Q1 | $1.21M | Buy |
16,415
+104
| +0.6% | +$7.64K | 0.83% | 23 |
|
|
2024
Q4 | $1.17M | Buy |
16,311
+289
| +2% | +$20.8K | 0.8% | 23 |
|
|
2024
Q3 | $1.2M | Buy |
16,022
+1,081
| +7% | +$81.2K | 0.8% | 23 |
|
|
2024
Q2 | $1.08M | Buy |
14,941
+2,741
| +22% | +$197K | 0.78% | 22 |
|
|
2024
Q1 | $886K | Sell |
12,200
-3,182
| -21% | -$231K | 0.66% | 24 |
|
|
2023
Q4 | $1.13M | Sell |
15,382
-4,397
| -22% | -$323K | 0.88% | 22 |
|
|
2023
Q3 | $1.38M | Buy |
19,779
+1,291
| +7% | +$90.1K | 1.27% | 19 |
|
|
2023
Q2 | $1.34M | Sell |
18,488
-4,410
| -19% | -$321K | 1.19% | 20 |
|
|
2023
Q1 | $1.69M | Sell |
22,898
-374
| -2% | -$27.6K | 1.54% | 18 |
|
|
2022
Q4 | $1.67M | Buy |
23,272
+2,891
| +14% | +$208K | 1.62% | 18 |
|
|
2022
Q3 | $1.45M | Sell |
20,381
-3,056
| -13% | -$218K | 1.51% | 17 |
|
|
2022
Q2 | $1.76M | Buy |
23,437
+2,569
| +12% | +$193K | 1.7% | 17 |
|
|
2022
Q1 | $1.66M | Sell |
20,868
-2,112
| -9% | -$168K | 1.38% | 18 |
|
|
2021
Q4 | $1.95M | Sell |
22,980
-709
| -3% | -$60.1K | 1.4% | 18 |
|
|
2021
Q3 | $2.02M | Buy |
23,689
+289
| +1% | +$24.7K | 1.48% | 17 |
|
|
2021
Q2 | $2.01M | Buy |
23,400
+340
| +1% | +$29.2K | 1.45% | 17 |
|
|
2021
Q1 | $1.95M | Buy |
23,060
+7,243
| +46% | +$614K | 1.46% | 17 |
|
|
2020
Q4 | $1.4M | Buy |
15,817
+338
| +2% | +$29.8K | 1.22% | 19 |
|
|
2020
Q3 | $1.37M | Sell |
15,479
-1,490
| -9% | -$131K | 1.42% | 19 |
|
|
2020
Q2 | $1.5M | Sell |
16,969
-1,075
| -6% | -$95K | 1.67% | 16 |
|
|
2020
Q1 | $1.54M | Sell |
18,044
-2,449
| -12% | -$209K | 2.04% | 13 |
|
|
2019
Q4 | $1.72M | Buy |
+20,493
| New | +$1.72M | 1.67% | 16 |
|