AIA
Arbor Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.7M | Buy |
212,918
+11,140
| +6% | +$820K | 2.01% | 13 |
|
2025
Q1 | $14.8M | Buy |
201,778
+12,472
| +7% | +$916K | 2.01% | 13 |
|
2024
Q4 | $13.6M | Buy |
189,306
+35,171
| +23% | +$2.53M | 1.91% | 13 |
|
2024
Q3 | $11.6M | Buy |
154,135
+7,053
| +5% | +$530K | 1.53% | 14 |
|
2024
Q2 | $10.6M | Buy |
147,082
+18,827
| +15% | +$1.36M | 1.55% | 13 |
|
2024
Q1 | $9.32M | Buy |
128,255
+13,987
| +12% | +$1.02M | 1.36% | 16 |
|
2023
Q4 | $8.4M | Sell |
114,268
-2,189
| -2% | -$161K | 1.31% | 16 |
|
2023
Q3 | $8.13M | Buy |
116,457
+46,743
| +67% | +$3.26M | 1.42% | 16 |
|
2023
Q2 | $5.07M | Buy |
69,714
+1,459
| +2% | +$106K | 0.89% | 23 |
|
2023
Q1 | $5.04M | Buy |
68,255
+14,963
| +28% | +$1.1M | 0.93% | 20 |
|
2022
Q4 | $3.83M | Buy |
53,292
+18,967
| +55% | +$1.36M | 0.78% | 24 |
|
2022
Q3 | $2.45M | Buy |
34,325
+11,368
| +50% | +$811K | 0.59% | 22 |
|
2022
Q2 | $1.73M | Sell |
22,957
-1,146
| -5% | -$86.3K | 0.37% | 28 |
|
2022
Q1 | $1.92M | Buy |
24,103
+2,345
| +11% | +$187K | 0.37% | 28 |
|
2021
Q4 | $1.84M | Buy |
21,758
+2,650
| +14% | +$225K | 0.34% | 27 |
|
2021
Q3 | $1.63M | Buy |
19,108
+827
| +5% | +$70.7K | 0.33% | 26 |
|
2021
Q2 | $1.57M | Sell |
18,281
-3,153
| -15% | -$271K | 0.33% | 26 |
|
2021
Q1 | $1.82M | Buy |
21,434
+3,108
| +17% | +$263K | 0.41% | 23 |
|
2020
Q4 | $1.62M | Buy |
18,326
+1,235
| +7% | +$109K | 0.37% | 25 |
|
2020
Q3 | $1.51M | Buy |
17,091
+185
| +1% | +$16.3K | 0.39% | 25 |
|
2020
Q2 | $1.49M | Sell |
16,906
-2,128
| -11% | -$188K | 0.41% | 24 |
|
2020
Q1 | $1.63M | Sell |
19,034
-735
| -4% | -$62.8K | 0.54% | 21 |
|
2019
Q4 | $1.66M | Sell |
19,769
-470
| -2% | -$39.4K | 0.47% | 20 |
|
2019
Q3 | $1.71M | Buy |
20,239
+1,608
| +9% | +$136K | 0.52% | 19 |
|
2019
Q2 | $1.55M | Buy |
18,631
+832
| +5% | +$69.1K | 0.48% | 20 |
|
2019
Q1 | $1.45M | Hold |
17,799
| – | – | 0.46% | 20 |
|
2018
Q4 | $1.41M | Buy |
17,799
+1,864
| +12% | +$148K | 0.51% | 20 |
|
2018
Q3 | $1.25M | Sell |
15,935
-16,394
| -51% | -$1.29M | 0.47% | 22 |
|
2018
Q2 | $2.56M | Buy |
32,329
+6,338
| +24% | +$502K | 1.01% | 16 |
|
2018
Q1 | $2.08M | Buy |
25,991
+3,444
| +15% | +$275K | 0.87% | 16 |
|
2017
Q4 | $1.84M | Sell |
22,547
-407
| -2% | -$33.2K | 0.8% | 14 |
|
2017
Q3 | $1.88M | Buy |
22,954
+1,108
| +5% | +$90.8K | 0.88% | 14 |
|
2017
Q2 | $1.79M | Buy |
21,846
+164
| +0.8% | +$13.4K | 0.88% | 15 |
|
2017
Q1 | $1.76M | Buy |
21,682
+2,977
| +16% | +$241K | 0.9% | 14 |
|
2016
Q4 | $1.51M | Buy |
+18,705
| New | +$1.51M | 0.81% | 15 |
|