Bartlett & Co Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.79M	Sell	51,501 -948	-2%	-$69.8K	0.05%	150
2025 Q1	$3.85M	Sell	52,449 -732	-1%	-$53.8K	0.06%	145
2024 Q4	$3.82M	Sell	53,181 -5,275	-9%	-$379K	0.06%	153
2024 Q3	$4.39M	Sell	58,456 -1,578	-3%	-$119K	0.06%	145
2024 Q2	$4.33M	Sell	60,034 -9,892	-14%	-$713K	0.07%	145
2024 Q1	$5.08M	Sell	69,926 -15,633	-18%	-$1.14M	0.08%	141
2023 Q4	$6.31M	Sell	85,559 -17,967	-17%	-$1.32M	0.1%	127
2023 Q3	$7.22M	Sell	103,526 -5,694	-5%	-$397K	0.13%	111
2023 Q2	$7.94M	Buy	109,220 +3,771	+4%	+$274K	0.14%	109
2023 Q1	$7.79M	Sell	105,449 -7,883	-7%	-$582K	0.15%	105
2022 Q4	$8.14M	Buy	113,332 +36,350	+47%	+$2.61M	0.16%	105
2022 Q3	$5.49M	Buy	76,982 +4,109	+6%	+$293K	0.12%	123
2022 Q2	$5.48M	Buy	72,873 +5,841	+9%	+$440K	0.11%	124
2022 Q1	$5.33M	Buy	67,032 +43,939	+190%	+$3.49M	0.09%	130
2021 Q4	$1.96M	Sell	23,093 -1,578	-6%	-$134K	0.03%	182
2021 Q3	$2.11M	Sell	24,671 -250	-1%	-$21.4K	0.04%	166
2021 Q2	$2.14M	Buy	24,921 +545	+2%	+$46.8K	0.04%	166
2021 Q1	$2.07M	Hold	24,376	–	–	0.04%	167
2020 Q4	$2.15M	Sell	24,376 -3,627	-13%	-$320K	0.05%	160
2020 Q3	$2.47M	Buy	28,003 +2,312	+9%	+$204K	0.06%	150
2020 Q2	$2.27M	Sell	25,691 -1,955	-7%	-$173K	0.06%	150
2020 Q1	$2.36M	Buy	27,646 +8,611	+45%	+$735K	0.07%	148
2019 Q4	$1.6M	Sell	19,035 -200	-1%	-$16.8K	0.04%	185
2019 Q3	$1.62M	Sell	19,235 -301	-2%	-$25.4K	0.04%	179
2019 Q2	$1.62M	Sell	19,536 -170	-0.9%	-$14.1K	0.06%	143
2019 Q1	$1.6M	Buy	19,706 +134	+0.7%	+$10.9K	0.06%	141
2018 Q4	$1.55M	Sell	19,572 -9,270	-32%	-$734K	0.07%	142
2018 Q3	$2.27M	Sell	28,842 -110	-0.4%	-$8.66K	0.09%	122
2018 Q2	$2.29M	Hold	28,952	–	–	0.09%	117
2018 Q1	$2.31M	Buy	+28,952	New	+$2.31M	0.1%	113