Collaborative Wealth Management’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
Q2 | $397K | Sell |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $963K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.78M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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