Symphony Financial’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 | $441K | Sell |
6,017
-9,586
| -61% | -$702K | 0.06% | 164 |
|
|
2025
Q1 | $1.12M | Sell |
15,603
-68,263
| -81% | -$4.91M | 0.66% | 35 |
|
|
2024
Q4 | $6.04M | Buy |
83,866
+4,266
| +5% | +$307K | 0.95% | 27 |
|
|
2024
Q3 | $5.97M | Buy |
79,600
+9,247
| +13% | +$693K | 0.99% | 29 |
|
|
2024
Q2 | $5.05M | Buy |
70,353
+42,431
| +152% | +$3.05M | 0.92% | 32 |
|
|
2024
Q1 | $2.03M | Sell |
27,922
-22,263
| -44% | -$1.62M | 0.47% | 54 |
|
|
2023
Q4 | $3.67M | Buy |
50,185
+11,540
| +30% | +$844K | 0.79% | 33 |
|
|
2023
Q3 | $2.66M | Buy |
38,645
+3,054
| +9% | +$210K | 0.65% | 32 |
|
|
2023
Q2 | $2.56M | Buy |
+35,591
| New | +$2.56M | 0.63% | 41 |
|
|
2022
Q1 | – | Sell |
-3,507
| Closed | -$295K | – | 196 |
|
|
2021
Q4 | $295K | Sell |
3,507
-302,366
| -99% | -$25.4M | 0.08% | 151 |
|
|
2021
Q3 | $26.1M | Sell |
305,873
-3,450
| -1% | -$295K | 9.11% | 1 |
|
|
2021
Q2 | $26.6M | Sell |
309,323
-20,397
| -6% | -$1.75M | 9.04% | 1 |
|
|
2021
Q1 | $30.5M | Buy |
329,720
+54,345
| +20% | +$5.03M | 8.07% | 2 |
|
|
2020
Q4 | $24.3M | Buy |
275,375
+72,938
| +36% | +$6.42M | 8.7% | 2 |
|
|
2020
Q3 | $17.9M | Buy |
202,437
+69,983
| +53% | +$6.17M | 7.28% | 2 |
|
|
2020
Q2 | $11.7M | Buy |
132,454
+11,191
| +9% | +$989K | 5.66% | 2 |
|
|
2020
Q1 | $10.4M | Buy |
+121,263
| New | +$10.4M | 7.2% | 2 |
|