Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $338K | Buy |
|
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|
2023
Q3 | $267K | Buy |
|
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|
2023
Q2 | $236K | Buy |
|
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|
2023
Q1 | $232K | Sell |
|
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|
2022
Q4 | $267K | Sell |
|
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|
2022
Q3 | $356K | Sell |
|
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|
2022
Q2 | $524K | Buy |
|
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|
2022
Q1 | $400K | Buy |
|
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|
2021
Q4 | $399K | Sell |
|
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|
2021
Q3 | $438K | Sell |
|
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $166M | Sell |
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|
2019
Q3 | $241M | Sell |
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|
2019
Q2 | $239M | Sell |
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|
2019
Q1 | $242M | Sell |
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|
2018
Q4 | $246M | Sell |
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|
2018
Q3 | $256M | Sell |
|
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|
2018
Q2 | $299M | Buy |
|