AAS
Avantax Advisory Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
328,790
+43,535
| +15% | +$3.21M | 0.13% | 120 |
|
|
2025
Q1 | $21M | Sell |
285,255
-1,309
| -0.5% | -$96.1K | 0.13% | 128 |
|
|
2024
Q4 | $20.6M | Sell |
286,564
-12,881
| -4% | -$926K | 0.13% | 118 |
|
|
2024
Q3 | $22.5M | Buy |
299,445
+16,606
| +6% | +$1.25M | 0.15% | 105 |
|
|
2024
Q2 | $20.4M | Buy |
282,839
+31,242
| +12% | +$2.25M | 0.15% | 109 |
|
|
2024
Q1 | $18.3M | Buy |
251,597
+2,030
| +0.8% | +$147K | 0.16% | 101 |
|
|
2023
Q4 | $18.4M | Buy |
249,567
+32,138
| +15% | +$2.36M | 0.18% | 92 |
|
|
2023
Q3 | $15.2M | Buy |
217,429
+11,685
| +6% | +$815K | 0.17% | 99 |
|
|
2023
Q2 | $15M | Buy |
205,744
+7,628
| +4% | +$554K | 0.17% | 100 |
|
|
2023
Q1 | $14.6M | Sell |
198,116
-5,932
| -3% | -$438K | 0.18% | 96 |
|
|
2022
Q4 | $14.7M | Sell |
204,048
-7,210
| -3% | -$518K | 0.2% | 86 |
|
|
2022
Q3 | $15.1M | Sell |
211,258
-36,161
| -15% | -$2.58M | 0.23% | 68 |
|
|
2022
Q2 | $18.6M | Buy |
247,419
+2,778
| +1% | +$209K | 0.28% | 54 |
|
|
2022
Q1 | $19.5M | Buy |
244,641
+27,553
| +13% | +$2.19M | 0.27% | 59 |
|
|
2021
Q4 | $18.4M | Buy |
217,088
+1,992
| +0.9% | +$169K | 0.28% | 57 |
|
|
2021
Q3 | $18.4M | Buy |
215,096
+8,840
| +4% | +$755K | 0.31% | 51 |
|
|
2021
Q2 | $17.7M | Buy |
206,256
+7,104
| +4% | +$610K | 0.32% | 49 |
|
|
2021
Q1 | $16.9M | Sell |
199,152
-26,777
| -12% | -$2.27M | 0.36% | 46 |
|
|
2020
Q4 | $19.9M | Sell |
225,929
-176,485
| -44% | -$15.6M | 0.47% | 31 |
|
|
2020
Q3 | $35.5M | Buy |
402,414
+227,115
| +130% | +$20M | 0.57% | 32 |
|
|
2020
Q2 | $15.5M | Buy |
175,299
+34,388
| +24% | +$3.04M | 0.45% | 38 |
|
|
2020
Q1 | $12M | Buy |
140,911
+12,495
| +10% | +$1.07M | 0.36% | 44 |
|
|
2019
Q4 | $10.8M | Buy |
128,416
+62,679
| +95% | +$5.26M | 0.25% | 63 |
|
|
2019
Q3 | $5.56M | Buy |
65,737
+6,135
| +10% | +$518K | 0.22% | 58 |
|
|
2019
Q2 | $4.95M | Buy |
59,602
+11,781
| +25% | +$979K | 0.22% | 57 |
|
|
2019
Q1 | $3.88M | Buy |
47,821
+4,211
| +10% | +$342K | 0.21% | 63 |
|
|
2018
Q4 | $3.45M | Buy |
+43,610
| New | +$3.45M | 0.58% | 40 |
|