Values Added Financial’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 | $11.7M | Sell |
158,753
-51,399
| -24% | -$3.78M | 5.67% | 4 |
|
|
2025
Q1 | $15.4M | Buy |
210,152
+20,750
| +11% | +$1.52M | 8.56% | 1 |
|
|
2024
Q4 | $13.6M | Buy |
189,402
+66,196
| +54% | +$4.76M | 7.88% | 1 |
|
|
2024
Q3 | $9.25M | Buy |
123,206
+9,152
| +8% | +$687K | 5.83% | 3 |
|
|
2024
Q2 | $8.22M | Buy |
114,054
+15,616
| +16% | +$1.13M | 5.92% | 3 |
|
|
2024
Q1 | $7.15M | Sell |
98,438
-4,100
| -4% | -$298K | 5.58% | 3 |
|
|
2023
Q4 | $7.54M | Buy |
102,538
+17,326
| +20% | +$1.27M | 6.17% | 3 |
|
|
2023
Q3 | $5.95M | Buy |
85,212
+17,780
| +26% | +$1.24M | 5.42% | 3 |
|
|
2023
Q2 | $4.9M | Buy |
+67,432
| New | +$4.9M | 4.6% | 6 |
|