Baldwin Wealth 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 | $475K | Sell |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $4.21M | Sell |
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|
2024
Q3 | $4.69M | Buy |
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|
2024
Q2 | $4.42M | Sell |
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|
2024
Q1 | $4.47M | Buy |
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|
2023
Q4 | $4.49M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $6.43M | Buy |
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|
2022
Q3 | $1.92M | Hold |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $5.4M | Buy |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $6.1M | Sell |
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|
2021
Q1 | $6.04M | Sell |
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|
2020
Q4 | $6.34M | Buy |
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|
2020
Q3 | $6.24M | Sell |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $943K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q2 | $108K | Buy |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $124K | Sell |
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|
2018
Q1 | $330K | Sell |
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|
2017
Q4 | $394K | Sell |
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|
2017
Q3 | $429K | Sell |
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|
2017
Q2 | $567K | Sell |
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|
2017
Q1 | $2.6M | Sell |
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|
2016
Q4 | $5.16M | Sell |
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|
2016
Q3 | $6.25M | Sell |
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|
2016
Q2 | $6.55M | Buy |
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|
2016
Q1 | $6.1M | Buy |
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