Concord 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
Q2 | $174K | Buy |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $168K | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $17K | Buy |
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