Waterloo Capital’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 | $306K | Sell |
4,161
-926
| -18% | -$68.2K | 0.02% | 348 |
|
|
2025
Q1 | $374K | Buy |
5,087
+1,656
| +48% | +$122K | 0.03% | 294 |
|
|
2024
Q4 | $247K | Sell |
3,431
-1,240
| -27% | -$89.2K | 0.03% | 320 |
|
|
2024
Q3 | $351K | Buy |
4,671
+958
| +26% | +$71.9K | 0.04% | 282 |
|
|
2024
Q2 | $267K | Sell |
3,713
-323
| -8% | -$23.3K | 0.03% | 301 |
|
|
2024
Q1 | $293K | Sell |
4,036
-627
| -13% | -$45.5K | 0.04% | 291 |
|
|
2023
Q4 | $343K | Buy |
+4,663
| New | +$343K | 0.06% | 270 |
|
|
2023
Q2 | – | Sell |
-3,260
| Closed | -$241K | – | 210 |
|
|
2023
Q1 | $241K | Buy |
+3,260
| New | +$241K | 0.07% | 160 |
|
|
2020
Q1 | $334K | Buy |
+3,913
| New | +$334K | 0.24% | 97 |
|