AllGen Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62M | Buy |
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|
2025
Q1 | $53.2M | Buy |
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|
2024
Q4 | $49.9M | Buy |
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|
2024
Q3 | $44.3M | Buy |
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|
2024
Q2 | $19.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.92M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.64M | Sell |
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|
2020
Q4 | $2.83M | Buy |
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