Westside Investment 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 | $1.79M | Sell |
24,301
-1,179
| -5% | -$86.8K | 0.33% | 76 |
|
|
2025
Q1 | $1.87M | Sell |
25,480
-216
| -0.8% | -$15.9K | 0.4% | 63 |
|
|
2024
Q4 | $1.85M | Buy |
25,696
+89
| +0.3% | +$6.4K | 0.39% | 63 |
|
|
2024
Q3 | $1.92M | Sell |
25,607
-34
| -0.1% | -$2.55K | 0.41% | 59 |
|
|
2024
Q2 | $1.85M | Sell |
25,641
-267
| -1% | -$19.2K | 0.42% | 60 |
|
|
2024
Q1 | $1.88M | Sell |
25,908
-877
| -3% | -$63.7K | 0.45% | 53 |
|
|
2023
Q4 | $1.97M | Buy |
26,785
+1,907
| +8% | +$140K | 0.5% | 52 |
|
|
2023
Q3 | $1.74M | Buy |
24,878
+315
| +1% | +$22K | 0.5% | 52 |
|
|
2023
Q2 | $1.79M | Sell |
24,563
-941
| -4% | -$68.4K | 0.5% | 53 |
|
|
2023
Q1 | $1.88M | Buy |
25,504
+150
| +0.6% | +$11.1K | 0.55% | 49 |
|
|
2022
Q4 | $1.82K | Buy |
25,354
+6,758
| +36% | +$485 | ﹤0.01% | 234 |
|
|
2022
Q3 | $128K | Buy |
18,596
+3,540
| +24% | +$24.3K | 0.31% | 79 |
|
|
2022
Q2 | $1.13K | Buy |
15,056
+7,196
| +92% | +$542 | ﹤0.01% | 258 |
|
|
2022
Q1 | $625 | Buy |
7,860
+1,317
| +20% | +$105 | ﹤0.01% | 282 |
|
|
2021
Q4 | $554 | Buy |
6,543
+100
| +2% | +$8 | ﹤0.01% | 276 |
|
|
2021
Q3 | $550 | Buy |
6,443
+200
| +3% | +$17 | ﹤0.01% | 272 |
|
|
2021
Q2 | $536 | Buy |
6,243
+125
| +2% | +$11 | ﹤0.01% | 265 |
|
|
2021
Q1 | $518 | Buy |
6,118
+300
| +5% | +$25 | ﹤0.01% | 254 |
|
|
2020
Q4 | $513 | Hold |
5,818
| – | – | ﹤0.01% | 218 |
|
|
2020
Q3 | $513 | Hold |
5,818
| – | – | ﹤0.01% | 225 |
|
|
2020
Q2 | $513 | Hold |
5,818
| – | – | ﹤0.01% | 200 |
|
|
2020
Q1 | $496 | Buy |
+5,818
| New | +$496 | ﹤0.01% | 203 |
|
|
2019
Q2 | $483 | Buy |
+5,818
| New | +$483 | ﹤0.01% | 145 |
|
|
2018
Q4 | $528K | Buy |
+6,663
| New | +$528K | 0.19% | 87 |
|
|
2018
Q2 | – | Sell |
-6,265
| Closed | -$499K | – | 824 |
|
|
2018
Q1 | $499K | Buy |
6,265
+745
| +13% | +$59.4K | 0.27% | 79 |
|
|
2017
Q4 | $449K | Sell |
5,520
-1,400
| -20% | -$114K | 0.24% | 91 |
|
|
2017
Q3 | $566K | Sell |
6,920
-200
| -3% | -$16.3K | 0.34% | 71 |
|
|
2017
Q2 | $579K | Buy |
7,120
+548
| +8% | +$44.6K | 0.38% | 63 |
|
|
2017
Q1 | $534K | Sell |
6,572
-40,414
| -86% | -$3.28M | 0.25% | 69 |
|
|
2016
Q4 | $5.27M | Buy |
+46,986
| New | +$5.27M | 3.59% | 3 |
|