Van Hulzen Asset Management’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 | $341K | Buy |
4,628
+1,200
| +35% | +$88.4K | 0.03% | 243 |
|
2025
Q1 | $252K | Buy |
3,428
+5
| +0.1% | +$367 | 0.02% | 268 |
|
2024
Q4 | $246K | Sell |
3,423
-1,159
| -25% | -$83.3K | 0.02% | 280 |
|
2024
Q3 | $344K | Buy |
4,582
+1,315
| +40% | +$98.7K | 0.02% | 251 |
|
2024
Q2 | $235K | Buy |
3,267
+194
| +6% | +$14K | 0.02% | 282 |
|
2024
Q1 | $223K | Sell |
3,073
-1,030
| -25% | -$74.7K | 0.01% | 298 |
|
2023
Q4 | $302K | Buy |
4,103
+700
| +21% | +$51.5K | 0.02% | 266 |
|
2023
Q3 | $237K | Hold |
3,403
| – | – | 0.02% | 273 |
|
2023
Q2 | $247K | Buy |
+3,403
| New | +$247K | 0.02% | 266 |
|
2022
Q4 | – | Sell |
-3,703
| Closed | -$264K | – | 284 |
|
2022
Q3 | $264K | Sell |
3,703
-249
| -6% | -$17.8K | 0.03% | 227 |
|
2022
Q2 | $297K | Sell |
3,952
-279
| -7% | -$21K | 0.04% | 219 |
|
2022
Q1 | $337K | Buy |
4,231
+568
| +16% | +$45.2K | 0.04% | 221 |
|
2021
Q4 | $310K | Buy |
+3,663
| New | +$310K | 0.03% | 236 |
|