Congress 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 | $72.5M | Buy |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $599K | Buy |
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