Bay Harbor Wealth Management’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 | $10.5K | Hold |
142
| – | – | ﹤0.01% | 143 |
|
2025
Q1 | $10.4K | Hold |
142
| – | – | ﹤0.01% | 123 |
|
2024
Q4 | $10.2K | Hold |
142
| – | – | ﹤0.01% | 125 |
|
2024
Q3 | $10.7K | Hold |
142
| – | – | ﹤0.01% | 123 |
|
2024
Q2 | $10.2K | Hold |
142
| – | – | ﹤0.01% | 117 |
|
2024
Q1 | $10.3K | Buy |
+142
| New | +$10.3K | ﹤0.01% | 120 |
|
2021
Q4 | – | Sell |
-26
| Closed | -$2K | – | 163 |
|
2021
Q3 | $2K | Sell |
26
-7
| -21% | -$538 | ﹤0.01% | 183 |
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 186 |
|
2021
Q1 | $3K | Sell |
33
-5
| -13% | -$455 | ﹤0.01% | 185 |
|
2020
Q4 | $3K | Sell |
38
-2
| -5% | -$158 | ﹤0.01% | 307 |
|
2020
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 268 |
|
2020
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 252 |
|
2020
Q1 | $3K | Sell |
40
-3
| -7% | -$225 | ﹤0.01% | 248 |
|
2019
Q4 | $4K | Sell |
43
-324
| -88% | -$30.1K | ﹤0.01% | 256 |
|
2019
Q3 | $31K | Sell |
367
-324
| -47% | -$27.4K | 0.02% | 186 |
|
2019
Q2 | $57K | Buy |
691
+3
| +0.4% | +$247 | 0.04% | 146 |
|
2019
Q1 | $56K | Sell |
688
-192
| -22% | -$15.6K | 0.04% | 150 |
|
2018
Q4 | $70K | Buy |
+880
| New | +$70K | 0.06% | 132 |
|