Aries Wealth Management’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 | $585K | Hold |
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|
2025
Q1 | $583K | Hold |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $600K | Hold |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $852K | Sell |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $664K | Hold |
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|
2020
Q3 | $672K | Buy |
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|
2020
Q2 | $635K | Hold |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $469K | Buy |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $240K | Hold |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $262K | Buy |
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