Avantax Planning Partners’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
Q3 | $2.88M | Sell |
|
|||||
|
2025
Q2 | $2.86M | Buy |
|
|||||
|
2025
Q1 | $2.39M | Buy |
|
|||||
|
2024
Q4 | $1.36M | Buy |
|
|||||
|
2024
Q3 | $1.19M | Sell |
|
|||||
|
2024
Q2 | $1.41M | Sell |
|
|||||
|
2024
Q1 | $1.46M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Buy |
|
|||||
|
2023
Q3 | $326K | Sell |
|
|||||
|
2023
Q2 | $360K | Sell |
|
|||||
|
2023
Q1 | $371K | Sell |
|
|||||
|
2022
Q4 | $451K | Buy |
|
|||||
|
2022
Q3 | $312K | Sell |
|
|||||
|
2022
Q2 | $386K | Sell |
|
|||||
|
2022
Q1 | $504K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $44K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $98K | Buy |
|