Apriem Advisors’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 | $59.8M | Buy |
811,765
+27,046
| +3% | +$1.99M | 6.35% | 2 |
|
|
2025
Q1 | $57.6M | Buy |
784,719
+25,174
| +3% | +$1.85M | 6.75% | 2 |
|
|
2024
Q4 | $54.6M | Buy |
759,545
+15,801
| +2% | +$1.14M | 6.26% | 3 |
|
|
2024
Q3 | $55.9M | Buy |
743,744
+7,373
| +1% | +$554K | 6.52% | 2 |
|
|
2024
Q2 | $53.1M | Buy |
736,371
+6,410
| +0.9% | +$462K | 6.5% | 2 |
|
|
2024
Q1 | $53M | Buy |
729,961
+14,682
| +2% | +$1.07M | 6.66% | 2 |
|
|
2023
Q4 | $52.6M | Buy |
715,279
+21,479
| +3% | +$1.58M | 7.03% | 2 |
|
|
2023
Q3 | $48.4M | Buy |
+693,800
| New | +$48.4M | 7.09% | 2 |
|
|
2018
Q1 | – | Sell |
-9,210
| Closed | -$751K | – | 135 |
|
|
2017
Q4 | $751K | Sell |
9,210
-1,300
| -12% | -$106K | 0.19% | 55 |
|
|
2017
Q3 | $861K | Sell |
10,510
-8,943
| -46% | -$733K | 0.21% | 56 |
|
|
2017
Q2 | $1.59M | Sell |
19,453
-2,557
| -12% | -$209K | 0.42% | 49 |
|
|
2017
Q1 | $1.79M | Sell |
22,010
-3,404
| -13% | -$276K | 0.48% | 43 |
|
|
2016
Q4 | $2.05M | Sell |
25,414
-4,320
| -15% | -$349K | 0.61% | 38 |
|
|
2016
Q3 | $2.5M | Sell |
29,734
-286
| -1% | -$24.1K | 0.75% | 38 |
|
|
2016
Q2 | $2.53M | Sell |
30,020
-1,835
| -6% | -$155K | 0.82% | 32 |
|
|
2016
Q1 | $2.64M | Buy |
31,855
+775
| +2% | +$64.2K | 1.04% | 28 |
|
|
2015
Q4 | $2.51M | Sell |
31,080
-975
| -3% | -$78.7K | 0.89% | 36 |
|
|
2015
Q3 | $2.63M | Buy |
32,055
+108
| +0.3% | +$8.85K | 0.97% | 31 |
|
|
2015
Q2 | $2.6M | Buy |
31,947
+2,188
| +7% | +$178K | 0.89% | 37 |
|
|
2015
Q1 | $2.48M | Sell |
29,759
-700
| -2% | -$58.4K | 0.86% | 41 |
|
|
2014
Q4 | $2.51M | Buy |
30,459
+262
| +0.9% | +$21.6K | 0.92% | 37 |
|
|
2014
Q3 | $2.47M | Buy |
30,197
+2,000
| +7% | +$164K | 0.95% | 39 |
|
|
2014
Q2 | $2.32M | Sell |
28,197
-450
| -2% | -$37K | 0.89% | 40 |
|
|
2014
Q1 | $2.33M | Sell |
28,647
-1,016
| -3% | -$82.5K | 0.88% | 38 |
|
|
2013
Q4 | $2.37M | Sell |
29,663
-4,474
| -13% | -$358K | 0.93% | 40 |
|
|
2013
Q3 | $2.76M | Sell |
34,137
-5,850
| -15% | -$473K | 1.2% | 33 |
|
|
2013
Q2 | $3.23M | Buy |
+39,987
| New | +$3.23M | 1.58% | 21 |
|