Tobias Financial Advisors’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 | $10.2M | Sell |
139,198
-2,606
| -2% | -$192K | 1.75% | 16 |
|
|
2025
Q1 | $10.4M | Buy |
141,804
+213
| +0.2% | +$15.6K | 2.02% | 13 |
|
|
2024
Q4 | $10.2M | Sell |
141,591
-6,024
| -4% | -$433K | 2.05% | 14 |
|
|
2024
Q3 | $11.1M | Buy |
147,615
+3,124
| +2% | +$235K | 2.22% | 11 |
|
|
2024
Q2 | $10.4M | Sell |
144,491
-1,284
| -0.9% | -$92.5K | 2.24% | 10 |
|
|
2024
Q1 | $10.6M | Sell |
145,775
-754
| -0.5% | -$54.8K | 2.4% | 9 |
|
|
2023
Q4 | $10.8M | Buy |
146,529
+8,962
| +7% | +$659K | 2.62% | 9 |
|
|
2023
Q3 | $9.6M | Sell |
137,567
-23,270
| -14% | -$1.62M | 2.52% | 10 |
|
|
2023
Q2 | $11.7M | Sell |
160,837
-1,471
| -0.9% | -$107K | 3.15% | 11 |
|
|
2023
Q1 | $12M | Sell |
162,308
-5,811
| -3% | -$429K | 3.52% | 9 |
|
|
2022
Q4 | $12.1M | Sell |
168,119
-129,244
| -43% | -$9.28M | 3.97% | 8 |
|
|
2022
Q3 | $21.2M | Sell |
297,363
-260,920
| -47% | -$18.6M | 7.48% | 1 |
|
|
2022
Q2 | $42M | Buy |
+558,283
| New | +$42M | 14.11% | 1 |
|