Atria Wealth Solutions’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	$31.8M	Sell	433,901 -482,292	-53%	-$35.1M	0.72%	17
2025 Q1	$67.3M	Buy	916,193 +128,685	+16%	+$9.34M	0.81%	15
2024 Q4	$56.6M	Buy	787,508 +14,761	+2%	+$1.08M	0.62%	23
2024 Q3	$58M	Buy	772,747 +30,387	+4%	+$2.25M	0.63%	22
2024 Q2	$53.5M	Buy	742,360 +8,525	+1%	+$611K	0.59%	22
2024 Q1	$53.3M	Buy	733,835 +47,178	+7%	+$3.42M	0.6%	18
2023 Q4	$50.5M	Sell	686,657 -32,259	-4%	-$2.28M	0.64%	20
2023 Q3	$50.2M	Buy	718,916 +25,187	+4%	+$1.8M	0.7%	19
2023 Q2	$50.4M	Buy	693,729 +8,149	+1%	+$597K	0.69%	17
2023 Q1	$50.6M	Buy	685,580 +7,951	+1%	+$582K	0.75%	16
2022 Q4	$48.7M	Buy	677,629 +2,554	+0.4%	+$183K	0.78%	15
2022 Q3	$48.2M	Buy	675,075 +42,198	+7%	+$3.16M	0.83%	15
2022 Q2	$47.6M	Sell	632,877 -43,215	-6%	-$3.29M	0.96%	15
2022 Q1	$53.8M	Buy	+676,092	New	+$55.2M	0.89%	15