ZF
Zhang 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 | $43.4M | Buy |
588,859
+13,771
| +2% | +$1.01M | 2% | 12 |
|
|
2025
Q1 | $42.2M | Buy |
575,088
+14,358
| +3% | +$1.05M | 2.23% | 13 |
|
|
2024
Q4 | $40.3M | Buy |
560,730
+136,963
| +32% | +$9.85M | 2.31% | 12 |
|
|
2024
Q3 | $31.8M | Buy |
423,767
+109,421
| +35% | +$8.22M | 2.01% | 12 |
|
|
2024
Q2 | $22.6M | Buy |
314,346
+19,704
| +7% | +$1.42M | 1.58% | 14 |
|
|
2024
Q1 | $21.4M | Buy |
294,642
+7,472
| +3% | +$543K | 1.59% | 14 |
|
|
2023
Q4 | $21.1M | Sell |
287,170
-12,042
| -4% | -$886K | 1.81% | 15 |
|
|
2023
Q3 | $20.9M | Buy |
299,212
+33,352
| +13% | +$2.32M | 2.11% | 12 |
|
|
2023
Q2 | $19.3M | Buy |
265,860
+71,795
| +37% | +$5.21M | 1.98% | 13 |
|
|
2023
Q1 | $14.3M | Buy |
194,065
+67,883
| +54% | +$5.01M | 1.64% | 16 |
|
|
2022
Q4 | $9.06M | Sell |
126,182
-24,925
| -16% | -$1.79M | 1.16% | 20 |
|
|
2022
Q3 | $10.8M | Buy |
151,107
+43,507
| +40% | +$3.1M | 1.63% | 14 |
|
|
2022
Q2 | $8.1M | Buy |
107,600
+29,557
| +38% | +$2.22M | 1.3% | 16 |
|
|
2022
Q1 | $6.21M | Buy |
78,043
+13,956
| +22% | +$1.11M | 1.05% | 19 |
|
|
2021
Q4 | $5.43M | Buy |
64,087
+15,601
| +32% | +$1.32M | 0.96% | 21 |
|
|
2021
Q3 | $4.14M | Buy |
48,486
+15,971
| +49% | +$1.37M | 0.96% | 21 |
|
|
2021
Q2 | $2.79M | Sell |
32,515
-317
| -1% | -$27.2K | 0.69% | 25 |
|
|
2021
Q1 | $2.79M | Buy |
32,832
+57
| +0.2% | +$4.85K | 0.75% | 23 |
|
|
2020
Q4 | $2.88M | Buy |
32,775
+1,779
| +6% | +$156K | 0.89% | 20 |
|
|
2020
Q3 | $2.73M | Buy |
30,996
+2,697
| +10% | +$238K | 0.98% | 18 |
|
|
2020
Q2 | $2.51M | Sell |
28,299
-643
| -2% | -$56.9K | 0.97% | 18 |
|
|
2020
Q1 | $2.5M | Buy |
28,942
+8,185
| +39% | +$707K | 1.11% | 18 |
|
|
2019
Q4 | $1.74M | Buy |
20,757
+1,236
| +6% | +$104K | 0.66% | 24 |
|
|
2019
Q3 | $1.65M | Hold |
19,521
| – | – | 0.7% | 23 |
|
|
2019
Q2 | $1.62M | Buy |
19,521
+1,554
| +9% | +$129K | 0.68% | 22 |
|
|
2019
Q1 | $1.46M | Buy |
17,967
+719
| +4% | +$58.4K | 0.63% | 22 |
|
|
2018
Q4 | $1.37M | Buy |
17,248
+798
| +5% | +$63.2K | 0.66% | 23 |
|
|
2018
Q3 | $1.29M | Buy |
16,450
+4,161
| +34% | +$327K | 0.62% | 23 |
|
|
2018
Q2 | $970K | Hold |
12,289
| – | – | 0.49% | 26 |
|
|
2018
Q1 | $980K | Buy |
12,289
+790
| +7% | +$63K | 0.51% | 29 |
|
|
2017
Q4 | $935K | Sell |
11,499
-61
| -0.5% | -$4.96K | 0.46% | 30 |
|
|
2017
Q3 | $945K | Hold |
11,560
| – | – | 0.48% | 29 |
|
|
2017
Q2 | $941K | Buy |
11,560
+61
| +0.5% | +$4.97K | 0.5% | 31 |
|
|
2017
Q1 | $935K | Sell |
11,499
-348
| -3% | -$28.3K | 0.47% | 31 |
|
|
2016
Q4 | $957K | Sell |
11,847
-533
| -4% | -$43.1K | 0.52% | 31 |
|
|
2016
Q3 | $1.04M | Buy |
12,380
+251
| +2% | +$21.1K | 0.57% | 30 |
|
|
2016
Q2 | $1.02M | Buy |
12,129
+2,682
| +28% | +$226K | 0.56% | 31 |
|
|
2016
Q1 | $782K | Sell |
9,447
-303
| -3% | -$25.1K | 0.44% | 34 |
|
|
2015
Q4 | $787K | Buy |
9,750
+1,812
| +23% | +$146K | 0.47% | 33 |
|
|
2015
Q3 | $650K | Buy |
7,938
+196
| +3% | +$16K | 0.41% | 34 |
|
|
2015
Q2 | $629K | Buy |
7,742
+2,110
| +37% | +$171K | 0.4% | 39 |
|
|
2015
Q1 | $470K | Buy |
5,632
+848
| +18% | +$70.8K | 0.29% | 46 |
|
|
2014
Q4 | $394K | Buy |
4,784
+1,518
| +46% | +$125K | 0.26% | 42 |
|
|
2014
Q3 | $268K | Buy |
3,266
+220
| +7% | +$18.1K | 0.18% | 54 |
|
|
2014
Q2 | $250K | Buy |
3,046
+162
| +6% | +$13.3K | 0.17% | 53 |
|
|
2014
Q1 | $234K | Hold |
2,884
| – | – | 0.17% | 52 |
|
|
2013
Q4 | $231K | Hold |
2,884
| – | – | 0.17% | 50 |
|
|
2013
Q3 | $233K | Sell |
2,884
-37
| -1% | -$2.99K | 0.19% | 49 |
|
|
2013
Q2 | $236K | Buy |
+2,921
| New | +$236K | 0.2% | 46 |
|