Strategic Wealth Partners’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 | $233K | Buy |
+3,167
| New | +$233K | 0.02% | 299 |
|
|
2024
Q4 | $224K | Sell |
3,104
-2,094
| -40% | -$151K | 0.02% | 294 |
|
|
2024
Q3 | $390K | Buy |
5,198
+2,152
| +71% | +$162K | 0.04% | 224 |
|
|
2024
Q2 | $219K | Sell |
3,046
-13,672
| -82% | -$985K | 0.02% | 273 |
|
|
2024
Q1 | $1.21M | Buy |
+16,718
| New | +$1.21M | 0.13% | 116 |
|
|
2019
Q4 | – | Sell |
-2,468
| Closed | -$208 | – | 174 |
|
|
2019
Q3 | $208 | Sell |
2,468
-156
| -6% | -$13 | ﹤0.01% | 244 |
|
|
2019
Q2 | $217K | Buy |
2,624
+244
| +10% | +$20.2K | 0.1% | 129 |
|
|
2019
Q1 | $192K | Sell |
2,380
-5
| -0.2% | -$403 | 0.09% | 141 |
|
|
2018
Q4 | $191K | Sell |
2,385
-234
| -9% | -$18.7K | 0.1% | 135 |
|
|
2018
Q3 | $206K | Sell |
2,619
-182
| -6% | -$14.3K | 0.11% | 125 |
|
|
2018
Q2 | $222K | Sell |
2,801
-2,675
| -49% | -$212K | 0.13% | 126 |
|
|
2018
Q1 | $438K | Sell |
5,476
-526
| -9% | -$42.1K | 0.23% | 120 |
|
|
2017
Q4 | $491K | Buy |
+6,002
| New | +$491K | 0.27% | 112 |
|