Truepoint Inc’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 | $1.82M | Buy |
24,678
+5,321
| +27% | +$392K | 0.05% | 58 |
|
|
2025
Q1 | $1.42M | Buy |
19,357
+4,545
| +31% | +$334K | 0.04% | 60 |
|
|
2024
Q4 | $1.07M | Sell |
14,812
-180
| -1% | -$12.9K | 0.03% | 63 |
|
|
2024
Q3 | $1.13M | Buy |
14,992
+4,605
| +44% | +$346K | 0.03% | 61 |
|
|
2024
Q2 | $748K | Buy |
10,387
+3,653
| +54% | +$263K | 0.02% | 71 |
|
|
2024
Q1 | $489K | Buy |
6,734
+1,022
| +18% | +$74.2K | 0.01% | 88 |
|
|
2023
Q4 | $420K | Buy |
5,712
+457
| +9% | +$33.6K | 0.01% | 138 |
|
|
2023
Q3 | $367K | Sell |
5,255
-651
| -11% | -$45.4K | 0.01% | 137 |
|
|
2023
Q2 | $429K | Sell |
5,906
-8,541
| -59% | -$621K | 0.01% | 109 |
|
|
2023
Q1 | $1.07M | Sell |
14,447
-17,516
| -55% | -$1.29M | 0.04% | 64 |
|
|
2022
Q4 | $2.3M | Buy |
31,963
+17,076
| +115% | +$1.23M | 0.08% | 45 |
|
|
2022
Q3 | $1.06M | Buy |
14,887
+3,489
| +31% | +$249K | 0.05% | 63 |
|
|
2022
Q2 | $858K | Sell |
11,398
-5,290
| -32% | -$398K | 0.04% | 68 |
|
|
2022
Q1 | $1.33M | Buy |
16,688
+4,764
| +40% | +$379K | 0.06% | 53 |
|
|
2021
Q4 | $1.01M | Buy |
11,924
+286
| +2% | +$24.2K | 0.05% | 60 |
|
|
2021
Q3 | $994K | Buy |
11,638
+211
| +2% | +$18K | 0.05% | 55 |
|
|
2021
Q2 | $981K | Sell |
11,427
-1,876
| -14% | -$161K | 0.05% | 53 |
|
|
2021
Q1 | $1.13M | Buy |
13,303
+1,287
| +11% | +$109K | 0.07% | 44 |
|
|
2020
Q4 | $1.06M | Buy |
+12,016
| New | +$1.06M | 0.07% | 44 |
|
|
2020
Q1 | – | Sell |
-4,469
| Closed | -$375K | – | 53 |
|
|
2019
Q4 | $375K | Buy |
+4,469
| New | +$375K | 0.03% | 83 |
|
|
2019
Q3 | – | Sell |
-4,622
| Closed | -$384K | – | 111 |
|
|
2019
Q2 | $384K | Sell |
4,622
-108
| -2% | -$8.97K | 0.03% | 80 |
|
|
2019
Q1 | $384K | Sell |
4,730
-1,232
| -21% | -$100K | 0.03% | 76 |
|
|
2018
Q4 | $472K | Sell |
5,962
-1,494
| -20% | -$118K | 0.05% | 61 |
|
|
2018
Q3 | $587K | Sell |
7,456
-29,028
| -80% | -$2.29M | 0.05% | 54 |
|
|
2018
Q2 | $2.89M | Buy |
36,484
+35,792
| +5,172% | +$2.83M | 0.26% | 18 |
|
|
2018
Q1 | $8.65K | Sell |
692
-12,887
| -95% | -$161K | 0.07% | 45 |
|
|
2017
Q4 | $1.11M | Buy |
13,579
+879
| +7% | +$71.7K | 0.1% | 27 |
|
|
2017
Q3 | $1.04M | Buy |
12,700
+867
| +7% | +$71.1K | 0.1% | 29 |
|
|
2017
Q2 | $969K | Buy |
11,833
+1,207
| +11% | +$98.8K | 0.1% | 33 |
|
|
2017
Q1 | $862K | Sell |
10,626
-43
| -0.4% | -$3.49K | 0.09% | 35 |
|
|
2016
Q4 | $865K | Buy |
10,669
+6,799
| +176% | +$551K | 0.1% | 37 |
|
|
2016
Q3 | $326K | Buy |
3,870
+428
| +12% | +$36.1K | 0.04% | 56 |
|
|
2016
Q2 | $290K | Buy |
+3,442
| New | +$290K | 0.04% | 59 |
|