AWM
Avior Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Sell |
450,175
-34,675
| -7% | -$2.55M | 1.15% | 19 |
|
|
2025
Q1 | $35.6M | Sell |
484,850
-45,094
| -9% | -$3.31M | 1.35% | 14 |
|
|
2024
Q4 | $38.1M | Buy |
529,944
+474,059
| +848% | +$34.1M | 1.39% | 13 |
|
|
2024
Q3 | $4.2M | Buy |
55,885
+1,393
| +3% | +$105K | 0.17% | 102 |
|
|
2024
Q2 | $3.93M | Buy |
54,492
+4,588
| +9% | +$331K | 0.17% | 106 |
|
|
2024
Q1 | $3.62M | Sell |
49,904
-494
| -1% | -$35.9K | 0.17% | 112 |
|
|
2023
Q4 | $3.71M | Sell |
50,398
-1,740
| -3% | -$128K | 0.22% | 86 |
|
|
2023
Q3 | $3.64M | Sell |
52,138
-3,255
| -6% | -$227K | 0.25% | 76 |
|
|
2023
Q2 | $4.03M | Buy |
55,393
+2,621
| +5% | +$191K | 0.26% | 74 |
|
|
2023
Q1 | $3.9M | Buy |
52,772
+1,043
| +2% | +$77K | 0.27% | 74 |
|
|
2022
Q4 | $3.72M | Sell |
51,729
-2,605
| -5% | -$187K | 0.28% | 76 |
|
|
2022
Q3 | $3.88M | Buy |
54,334
+28,485
| +110% | +$2.03M | 0.32% | 62 |
|
|
2022
Q2 | $1.95M | Sell |
25,849
-7,797
| -23% | -$587K | 0.2% | 100 |
|
|
2022
Q1 | $2.68M | Buy |
33,646
+1,896
| +6% | +$151K | 0.23% | 92 |
|
|
2021
Q4 | $2.69M | Sell |
31,750
-7,449
| -19% | -$631K | 0.22% | 91 |
|
|
2021
Q3 | $3.35M | Sell |
39,199
-7,342
| -16% | -$627K | 0.28% | 72 |
|
|
2021
Q2 | $4M | Buy |
46,541
+3,513
| +8% | +$302K | 0.4% | 58 |
|
|
2021
Q1 | $3.65M | Buy |
43,028
+18,970
| +79% | +$1.61M | 0.39% | 57 |
|
|
2020
Q4 | $2.12M | Buy |
24,058
+381
| +2% | +$33.6K | 0.26% | 89 |
|
|
2020
Q3 | $2.09M | Buy |
23,677
+169
| +0.7% | +$14.9K | 0.3% | 80 |
|
|
2020
Q2 | $2.08M | Sell |
23,508
-157
| -0.7% | -$13.9K | 0.32% | 74 |
|
|
2020
Q1 | $2.02M | Sell |
23,665
-6,508
| -22% | -$555K | 0.4% | 63 |
|
|
2019
Q4 | $2.53M | Sell |
30,173
-20,398
| -40% | -$1.71M | 0.41% | 62 |
|
|
2019
Q3 | $4.27M | Sell |
50,571
-1,224
| -2% | -$103K | 0.75% | 36 |
|
|
2019
Q2 | $4.3M | Sell |
51,795
-674
| -1% | -$56K | 0.77% | 32 |
|
|
2019
Q1 | $4.26M | Sell |
52,469
-588
| -1% | -$47.7K | 0.9% | 27 |
|
|
2018
Q4 | $4.2M | Buy |
53,057
+3,218
| +6% | +$255K | 1.01% | 21 |
|
|
2018
Q3 | $3.92M | Sell |
49,839
-449
| -0.9% | -$35.3K | 0.84% | 28 |
|
|
2018
Q2 | $3.98M | Buy |
50,288
+719
| +1% | +$56.9K | 0.9% | 27 |
|
|
2018
Q1 | $3.96M | Buy |
49,569
+4,606
| +10% | +$368K | 0.92% | 24 |
|
|
2017
Q4 | $3.67M | Buy |
44,963
+1,633
| +4% | +$133K | 0.82% | 30 |
|
|
2017
Q3 | $3.55M | Buy |
43,330
+1,497
| +4% | +$123K | 1.17% | 25 |
|
|
2017
Q2 | $3.42M | Buy |
41,833
+6,301
| +18% | +$516K | 1.4% | 19 |
|
|
2017
Q1 | $2.88M | Buy |
35,532
+2,665
| +8% | +$216K | 0.96% | 24 |
|
|
2016
Q4 | $2.66M | Buy |
32,867
+2,443
| +8% | +$197K | 0.99% | 26 |
|
|
2016
Q3 | $2.56M | Buy |
30,424
+1,104
| +4% | +$92.9K | 1% | 24 |
|
|
2016
Q2 | $2.47M | Buy |
29,320
+193
| +0.7% | +$16.3K | 1.05% | 24 |
|
|
2016
Q1 | $2.41M | Buy |
29,127
+22,636
| +349% | +$1.87M | 1.07% | 23 |
|
|
2015
Q4 | $524K | Buy |
+6,491
| New | +$524K | 0.29% | 91 |
|