The Family Firm’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 | $23.7M | Buy |
321,312
+5,384
| +2% | +$396K | 5.7% | 3 |
|
|
2025
Q1 | $23.2M | Sell |
315,928
-299,057
| -49% | -$22M | 5.18% | 3 |
|
|
2024
Q4 | $23M | Sell |
614,985
-8,082
| -1% | -$302K | 5.1% | 3 |
|
|
2024
Q3 | $23.3M | Buy |
623,067
+4,031
| +0.7% | +$151K | 5.11% | 3 |
|
|
2024
Q2 | $22.2M | Buy |
619,036
+324,738
| +110% | +$11.6M | 4.94% | 3 |
|
|
2024
Q1 | $21.4M | Buy |
294,298
+12,533
| +4% | +$910K | 5.21% | 3 |
|
|
2023
Q4 | $20.7M | Sell |
281,765
-18,285
| -6% | -$1.34M | 5.35% | 3 |
|
|
2023
Q3 | $20.9M | Buy |
300,050
+4,429
| +1% | +$309K | 5.88% | 3 |
|
|
2023
Q2 | $21.5M | Buy |
295,621
+3,177
| +1% | +$231K | 5.68% | 3 |
|
|
2023
Q1 | $21.6M | Buy |
292,444
+10,749
| +4% | +$794K | 5.98% | 3 |
|
|
2022
Q4 | $20.2M | Sell |
281,695
-22,545
| -7% | -$1.62M | 5.92% | 3 |
|
|
2022
Q3 | $21.7M | Sell |
304,240
-17,108
| -5% | -$1.22M | 6.94% | 2 |
|
|
2022
Q2 | $24.2M | Buy |
321,348
+9,230
| +3% | +$695K | 7.13% | 2 |
|
|
2022
Q1 | $24.8M | Buy |
312,118
+18,816
| +6% | +$1.5M | 6.51% | 3 |
|
|
2021
Q4 | $24.9M | Buy |
293,302
+4,336
| +2% | +$367K | 6.43% | 3 |
|
|
2021
Q3 | $24.5M | Buy |
288,966
+15,851
| +6% | +$1.35M | 6.45% | 3 |
|
|
2021
Q2 | $23.5M | Sell |
273,115
-1,459
| -0.5% | -$125K | 6.39% | 3 |
|
|
2021
Q1 | $23.3M | Buy |
274,574
+4,106
| +2% | +$348K | 6.71% | 3 |
|
|
2020
Q4 | $23.6M | Buy |
270,468
+31,550
| +13% | +$2.76M | 7.04% | 3 |
|
|
2020
Q3 | $21.1M | Buy |
238,918
+7,022
| +3% | +$619K | 7.55% | 2 |
|
|
2020
Q2 | $20.5M | Sell |
231,896
-4,274
| -2% | -$378K | 7.67% | 2 |
|
|
2020
Q1 | $20.2M | Sell |
236,170
-7,432
| -3% | -$634K | 8.58% | 2 |
|
|
2019
Q4 | $20.4M | Buy |
243,602
+919
| +0.4% | +$77.1K | 6.91% | 3 |
|
|
2019
Q3 | $20.5M | Sell |
242,683
-2,125
| -0.9% | -$179K | 7.28% | 3 |
|
|
2019
Q2 | $20.3M | Sell |
244,808
-1,457
| -0.6% | -$121K | 7.18% | 3 |
|
|
2019
Q1 | $20M | Buy |
246,265
+12,681
| +5% | +$1.03M | 7.27% | 3 |
|
|
2018
Q4 | $18.5M | Buy |
233,584
+7,310
| +3% | +$579K | 7.4% | 3 |
|
|
2018
Q3 | $17.8M | Sell |
226,274
-5,420
| -2% | -$427K | 6.45% | 3 |
|
|
2018
Q2 | $18.3M | Buy |
231,694
+16,180
| +8% | +$1.28M | 6.88% | 3 |
|
|
2018
Q1 | $17.2M | Buy |
215,514
+11,772
| +6% | +$941K | 6.71% | 3 |
|
|
2017
Q4 | $16.6M | Buy |
203,742
+15,526
| +8% | +$1.27M | 6.6% | 3 |
|
|
2017
Q3 | $15.4M | Sell |
188,216
-476
| -0.3% | -$39K | 6.44% | 3 |
|
|
2017
Q2 | $15.4M | Buy |
188,692
+3,455
| +2% | +$283K | 6.81% | 3 |
|
|
2017
Q1 | $15M | Buy |
185,237
+5,597
| +3% | +$454K | 7.16% | 3 |
|
|
2016
Q4 | $14.5M | Buy |
179,640
+12,120
| +7% | +$979K | 6.84% | 3 |
|
|
2016
Q3 | $14.1M | Sell |
167,520
-326
| -0.2% | -$27.4K | 6.7% | 3 |
|
|
2016
Q2 | $14.1M | Buy |
167,846
+14,985
| +10% | +$1.26M | 7.03% | 3 |
|
|
2016
Q1 | $12.7M | Buy |
152,861
+8,389
| +6% | +$695K | 6.42% | 3 |
|
|
2015
Q4 | $11.7M | Buy |
144,472
+15,482
| +12% | +$1.25M | 6.19% | 3 |
|
|
2015
Q3 | $10.6M | Sell |
128,990
-19,052
| -13% | -$1.56M | 5.73% | 3 |
|
|
2015
Q2 | $12M | Buy |
148,042
+13,058
| +10% | +$1.06M | 6.19% | 3 |
|
|
2015
Q1 | $11.3M | Buy |
134,984
+8,903
| +7% | +$742K | 5.73% | 3 |
|
|
2014
Q4 | $10.4M | Buy |
+126,081
| New | +$10.4M | 5.4% | 3 |
|