XF
XML Financial’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
293,210
+4,728
| +2% | +$348K | 1.87% | 10 |
|
|
2025
Q1 | $21.2M | Buy |
288,482
+10,827
| +4% | +$795K | 1.98% | 10 |
|
|
2024
Q4 | $20M | Buy |
277,655
+226
| +0.1% | +$16.3K | 1.83% | 11 |
|
|
2024
Q3 | $20.8M | Buy |
277,429
+55,731
| +25% | +$4.19M | 1.93% | 9 |
|
|
2024
Q2 | $16M | Buy |
221,698
+19,560
| +10% | +$1.41M | 1.61% | 11 |
|
|
2024
Q1 | $14.7M | Sell |
202,138
-5,660
| -3% | -$411K | 1.5% | 13 |
|
|
2023
Q4 | $15.3M | Sell |
207,798
-1,316
| -0.6% | -$96.8K | 1.61% | 11 |
|
|
2023
Q3 | $14.6M | Sell |
209,114
-8,696
| -4% | -$607K | 1.75% | 8 |
|
|
2023
Q2 | $15.8M | Buy |
+217,810
| New | +$15.8M | 1.83% | 8 |
|
|
2022
Q2 | – | Sell |
-134,208
| Closed | -$10.7M | – | 244 |
|
|
2022
Q1 | $10.7M | Sell |
134,208
-3,135
| -2% | -$249K | 1.27% | 17 |
|
|
2021
Q4 | $11.6M | Sell |
137,343
-1,780
| -1% | -$151K | 1.4% | 13 |
|
|
2021
Q3 | $11.9M | Buy |
139,123
+18,754
| +16% | +$1.6M | 1.59% | 11 |
|
|
2021
Q2 | $10.3M | Buy |
120,369
+6,429
| +6% | +$552K | 2.27% | 8 |
|
|
2021
Q1 | $9.65M | Buy |
113,940
+2,288
| +2% | +$194K | 2.35% | 8 |
|
|
2020
Q4 | $9.85M | Buy |
111,652
+4,761
| +4% | +$420K | 2.55% | 8 |
|
|
2020
Q3 | $9.43M | Buy |
106,891
+12,029
| +13% | +$1.06M | 2.94% | 5 |
|
|
2020
Q2 | $8.38M | Buy |
94,862
+10,252
| +12% | +$906K | 2.91% | 4 |
|
|
2020
Q1 | $7.22M | Sell |
84,610
-1,181
| -1% | -$101K | 3.12% | 3 |
|
|
2019
Q4 | $7.19M | Buy |
+85,791
| New | +$7.19M | 2.61% | 6 |
|