Valeo 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 | $7.08M | Buy |
128,510
+39,631
| +45% | +$2.18M | 0.17% | 66 |
|
|
2025
Q1 | $6.53M | Buy |
88,879
+775
| +0.9% | +$56.9K | 0.18% | 62 |
|
|
2024
Q4 | $6.34M | Buy |
88,104
+17,850
| +25% | +$1.28M | 0.18% | 62 |
|
|
2024
Q3 | $5.28M | Buy |
70,254
+3,130
| +5% | +$235K | 0.15% | 70 |
|
|
2024
Q2 | $4.84M | Buy |
67,124
+18,715
| +39% | +$1.35M | 0.15% | 70 |
|
|
2024
Q1 | $3.43M | Buy |
48,409
+19,350
| +67% | +$1.37M | 0.12% | 94 |
|
|
2023
Q4 | $2.14M | Buy |
29,059
+22,781
| +363% | +$1.68M | 0.09% | 129 |
|
|
2023
Q3 | $438K | Buy |
6,278
+2,738
| +77% | +$191K | 0.02% | 368 |
|
|
2023
Q2 | $257K | Sell |
3,540
-236
| -6% | -$17.2K | 0.01% | 467 |
|
|
2023
Q1 | $279K | Sell |
3,776
-399
| -10% | -$29.5K | 0.01% | 459 |
|
|
2022
Q4 | $300K | Buy |
+4,175
| New | +$300K | 0.02% | 387 |
|
|
2022
Q2 | – | Sell |
-3,569
| Closed | -$284K | – | 504 |
|
|
2022
Q1 | $284K | Buy |
3,569
+11
| +0.3% | +$875 | 0.01% | 438 |
|
|
2021
Q4 | $302K | Sell |
3,558
-15
| -0.4% | -$1.27K | 0.02% | 391 |
|
|
2021
Q3 | $305K | Sell |
3,573
-617
| -15% | -$52.7K | 0.02% | 376 |
|
|
2021
Q2 | $360K | Sell |
4,190
-2,364
| -36% | -$203K | 0.02% | 308 |
|
|
2021
Q1 | $555K | Sell |
6,554
-518
| -7% | -$43.9K | 0.03% | 253 |
|
|
2020
Q4 | $624K | Buy |
7,072
+1,171
| +20% | +$103K | 0.03% | 217 |
|
|
2020
Q3 | $521K | Sell |
5,901
-633
| -10% | -$55.9K | 0.05% | 184 |
|
|
2020
Q2 | $577K | Buy |
6,534
+2,313
| +55% | +$204K | 0.05% | 172 |
|
|
2020
Q1 | $369K | Buy |
4,221
+2,397
| +131% | +$210K | 0.04% | 203 |
|
|
2019
Q4 | $153K | Buy |
1,824
+1,278
| +234% | +$107K | 0.01% | 369 |
|
|
2019
Q3 | $46K | Buy |
546
+23
| +4% | +$1.94K | 0.01% | 624 |
|
|
2019
Q2 | $43K | Sell |
523
-8
| -2% | -$658 | ﹤0.01% | 644 |
|
|
2019
Q1 | $43K | Buy |
531
+272
| +105% | +$22K | 0.01% | 593 |
|
|
2018
Q4 | $21K | Sell |
259
-789
| -75% | -$64K | ﹤0.01% | 686 |
|
|
2018
Q3 | $82K | Sell |
1,048
-785
| -43% | -$61.4K | 0.01% | 442 |
|
|
2018
Q2 | $145K | Buy |
1,833
+1,596
| +673% | +$126K | 0.02% | 337 |
|
|
2018
Q1 | $19K | Sell |
237
-310
| -57% | -$24.9K | ﹤0.01% | 724 |
|
|
2017
Q4 | $45K | Buy |
+547
| New | +$45K | 0.01% | 485 |
|