Avidian Wealth Enterprises’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
12,286
-4,150
| -25% | -$306K | 0.04% | 214 |
|
|
2025
Q1 | $1.21M | Buy |
16,436
+5,331
| +48% | +$392K | 0.05% | 174 |
|
|
2024
Q4 | $799K | Buy |
11,105
+1,959
| +21% | +$141K | 0.04% | 222 |
|
|
2024
Q3 | $687K | Buy |
9,146
+1,621
| +22% | +$122K | 0.03% | 241 |
|
|
2024
Q2 | $542K | Buy |
7,525
+346
| +5% | +$24.9K | 0.02% | 266 |
|
|
2024
Q1 | $521K | Sell |
7,179
-1,448
| -17% | -$105K | 0.03% | 257 |
|
|
2023
Q4 | $635K | Sell |
8,627
-16,759
| -66% | -$1.23M | 0.04% | 220 |
|
|
2023
Q3 | $1.77M | Buy |
25,386
+391
| +2% | +$27.3K | 0.12% | 104 |
|
|
2023
Q2 | $1.82M | Buy |
24,995
+2,056
| +9% | +$149K | 0.12% | 116 |
|
|
2023
Q1 | $1.69M | Buy |
22,939
+16,827
| +275% | +$1.24M | 0.09% | 147 |
|
|
2022
Q4 | $439K | Buy |
6,112
+1,025
| +20% | +$73.6K | 0.03% | 295 |
|
|
2022
Q3 | $363K | Buy |
5,087
+307
| +6% | +$21.9K | 0.03% | 288 |
|
|
2022
Q2 | $360K | Sell |
4,780
-374
| -7% | -$28.2K | 0.03% | 316 |
|
|
2022
Q1 | $410K | Sell |
5,154
-1,021
| -17% | -$81.2K | 0.03% | 329 |
|
|
2021
Q4 | $523K | Buy |
6,175
+602
| +11% | +$51K | 0.03% | 282 |
|
|
2021
Q3 | $476K | Sell |
5,573
-2,345
| -30% | -$200K | 0.04% | 217 |
|
|
2021
Q2 | $680K | Sell |
7,918
-1,056
| -12% | -$90.7K | 0.05% | 171 |
|
|
2021
Q1 | $760K | Buy |
8,974
+1,705
| +23% | +$144K | 0.06% | 153 |
|
|
2020
Q4 | $641K | Buy |
7,269
+2,719
| +60% | +$240K | 0.06% | 151 |
|
|
2020
Q3 | $401K | Buy |
4,550
+1,438
| +46% | +$127K | 0.05% | 182 |
|
|
2020
Q2 | $275K | Buy |
+3,112
| New | +$275K | 0.04% | 207 |
|
|
2017
Q1 | – | Sell |
-5,305
| Closed | -$429K | – | 88 |
|
|
2016
Q4 | $429K | Sell |
5,305
-9,133
| -63% | -$739K | 0.19% | 40 |
|
|
2016
Q3 | $1.22M | Buy |
+14,438
| New | +$1.22M | 0.49% | 22 |
|