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Taylor Hoffman Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.35M Sell
60,945
-3,952
-6% -$283K 1.77% 19
2024
Q1 		$4.71M Sell
64,897
-3,954
-6% -$287K 2% 16
2023
Q4 		$5.06M Sell
68,851
-15,115
-18% -$1.07M 2.29% 11
2023
Q3 		$5.86M Sell
83,966
-2,427
-3% -$173K 3.02% 5
2023
Q2 		$6.28M Sell
86,393
-5,017
-5% -$367K 3.14% 3
2023
Q1 		$6.75M Sell
91,410
-558
-0.6% -$40.8K 3.7% 2
2022
Q4 		$6.61M Sell
91,968
-20,338
-18% -$1.46M 4.05% 2
2022
Q3 		$8.01M Sell
112,306
-825
-0.7% -$61.7K 4.2% 2
2022
Q2 		$8.56M Sell
113,131
-14,432
-11% -$1.1M 4.2% 2
2022
Q1 		$10.1M Buy
127,563
+2,593
+2% +$212K 4.07% 2
2021
Q4 		$10.6M Buy
124,970
+15,791
+14% +$1.34M 4.03% 2
2021
Q3 		$9.35M Buy
109,179
+8,938
+9% +$772K 4.01% 2
2021
Q2 		$8.61M Buy
100,241
+6,276
+7% +$535K 3.71% 2
2021
Q1 		$7.96M Buy
93,965
+9,687
+11% +$835K 3.64% 2
2020
Q4 		$7.43M Buy
84,278
+2,285
+3% +$201K 3.79% 2
2020
Q3 		$7.23M Buy
81,993
+56,736
+225% +$5.03M 4.25% 2
2020
Q2 		$2.23M Buy
25,257
+9,681
+62% +$846K 1.4% 17
2020
Q1 		$1.33M Buy
15,576
+8,095
+108% +$688K 1.28% 24
2019
Q4 		$627K Buy
7,481
+3,238
+76% +$272K 0.4% 70
2019
Q3 		$358K Hold
4,243
– – 0.25% 88
2019
Q2 		$352K Buy
4,243
+47
+1% +$3.83K 0.28% 83
2019
Q1 		$341K Sell
4,196
-134
-3% -$10.7K 0.25% 92
2018
Q4 		$343K Sell
4,330
-416
-9% -$32.5K 0.31% 74
2018
Q3 		$374K Buy
4,746
+514
+12% +$40.6K 0.3% 76
2018
Q2 		$335K Buy
4,232
+1
+0% +$79 0.29% 80
2018
Q1 		$338K Buy
4,231
+461
+12% +$36.9K 0.31% 78
2017
Q4 		$308K Buy
+3,770
New +$308K 0.29% 81

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Taylor Hoffman Wealth Management's BND Position: Q2 2024 in Review

Taylor Hoffman Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 6.1% in Q2 2024, selling an estimated $283K and leaving 60,945 shares worth $4.35M. The position accounts for 1.77% of the portfolio, ranked #19.

Taylor Hoffman Wealth Management first reported a position in BND in Q4 2017 and has held it in 27 quarters since. The position peaked at $10.6M in Q4 2021. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Taylor Hoffman Wealth Management held 60,945 shares of Vanguard Total Bond Market worth $4.35M as of Q2 2024.
  • Taylor Hoffman Wealth Management sold 3,952 Vanguard Total Bond Market shares in Q2 2024, an estimated $283K.
  • Vanguard Total Bond Market made up 1.77% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #19 holding.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Vanguard Total Bond Market position peaked at $10.6M in Q4 2021.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.