Summit Financial Strategies’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 |
-3,623
| Closed | -$261K | – | 149 |
|
|
2024
Q4 | $261K | Sell |
3,623
-1,288
| -26% | -$92.6K | 0.03% | 120 |
|
|
2024
Q3 | $369K | Sell |
4,911
-621
| -11% | -$46.6K | 0.04% | 104 |
|
|
2024
Q2 | $399K | Sell |
5,532
-1,682
| -23% | -$121K | 0.05% | 95 |
|
|
2024
Q1 | $524K | Sell |
7,214
-21
| -0.3% | -$1.53K | 0.07% | 75 |
|
|
2023
Q4 | $532K | Sell |
7,235
-1,432
| -17% | -$105K | 0.08% | 68 |
|
|
2023
Q3 | $605K | Buy |
8,667
+1,491
| +21% | +$104K | 0.12% | 59 |
|
|
2023
Q2 | $522K | Sell |
7,176
-1,489
| -17% | -$108K | 0.1% | 63 |
|
|
2023
Q1 | $640K | Buy |
8,665
+813
| +10% | +$60K | 0.13% | 59 |
|
|
2022
Q4 | $564K | Buy |
+7,852
| New | +$564K | 0.12% | 56 |
|
|
2022
Q3 | – | Sell |
-2,914
| Closed | -$219K | – | 119 |
|
|
2022
Q2 | $219K | Buy |
+2,914
| New | +$219K | 0.05% | 110 |
|