AO
Advisor OS’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,068
| Closed | -$299K | – | 452 |
|
|
2025
Q1 | $299K | Sell |
4,068
-158
| -4% | -$11.6K | 0.03% | 325 |
|
|
2024
Q4 | $304K | Buy |
+4,226
| New | +$304K | 0.04% | 319 |
|
|
2024
Q3 | – | Sell |
-3,334
| Closed | -$240K | – | 407 |
|
|
2024
Q2 | $240K | Buy |
+3,334
| New | +$240K | 0.03% | 344 |
|