SVB Wealth’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 | $2.02M | Buy |
+27,416
| New | +$2.02M | 0.11% | 160 |
|
|
2025
Q1 | – | Sell |
-39,673
| Closed | -$2.85M | – | 1524 |
|
|
2024
Q4 | $2.85M | Buy |
+39,673
| New | +$2.85M | 0.05% | 191 |
|
|
2024
Q3 | – | Sell |
-66,727
| Closed | -$4.81M | – | 92 |
|
|
2024
Q2 | $4.81M | Sell |
66,727
-76,554
| -53% | -$5.52M | 0.12% | 154 |
|
|
2024
Q1 | $10.4M | Sell |
143,281
-26,264
| -15% | -$1.91M | 0.23% | 107 |
|
|
2023
Q4 | $12.5M | Buy |
169,545
+73,075
| +76% | +$5.37M | 0.3% | 87 |
|
|
2023
Q3 | $6.73M | Buy |
96,470
+3,045
| +3% | +$212K | 0.15% | 131 |
|
|
2023
Q2 | $6.79M | Sell |
93,425
-7,012
| -7% | -$510K | 0.12% | 141 |
|
|
2023
Q1 | $7.42M | Sell |
100,437
-17,181
| -15% | -$1.27M | 0.1% | 148 |
|
|
2022
Q4 | $8.45M | Sell |
117,618
-16,802
| -12% | -$1.21M | 0.11% | 132 |
|
|
2022
Q3 | $9.59M | Buy |
134,420
+109,921
| +449% | +$7.84M | 0.14% | 119 |
|
|
2022
Q2 | $1.84M | Sell |
24,499
-7,486
| -23% | -$563K | 0.03% | 228 |
|
|
2022
Q1 | $2.54M | Sell |
31,985
-11,851
| -27% | -$942K | 0.03% | 204 |
|
|
2021
Q4 | $3.72M | Buy |
43,836
+698
| +2% | +$59.2K | 0.06% | 164 |
|
|
2021
Q3 | $3.69M | Buy |
43,138
+7,726
| +22% | +$660K | 0.05% | 192 |
|
|
2021
Q2 | $3.04M | Buy |
35,412
+11,191
| +46% | +$961K | 0.04% | 214 |
|
|
2021
Q1 | $2.05M | Buy |
24,221
+773
| +3% | +$65.5K | 0.03% | 238 |
|
|
2020
Q4 | $2.07M | Buy |
23,448
+1,066
| +5% | +$94K | 0.03% | 232 |
|
|
2020
Q3 | $1.97M | Sell |
22,382
-1,208
| -5% | -$107K | 0.03% | 217 |
|
|
2020
Q2 | $2.08M | Buy |
23,590
+23,541
| +48,043% | +$2.08M | 0.04% | 192 |
|
|
2020
Q1 | $4K | Sell |
49
-20,803
| -100% | -$1.7M | ﹤0.01% | 564 |
|
|
2019
Q4 | $1.75M | Buy |
20,852
+1,949
| +10% | +$164K | 0.03% | 233 |
|
|
2019
Q3 | $1.6M | Sell |
18,903
-1,720
| -8% | -$145K | 0.03% | 229 |
|
|
2019
Q2 | $1.71M | Buy |
+20,623
| New | +$1.71M | 0.06% | 225 |
|