Corient Private Wealth’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
$270M Buy
2025
Q1
$247M Sell
2024
Q4
$270M Buy
2024
Q3
$243M Buy
2024
Q2
$203M Buy
2024
Q1
$169M Buy
2023
Q4
$139M Sell
2023
Q3
$133M Buy
2023
Q2
$134M Buy
2023
Q1
$127M Buy
2022
Q4
$103M Buy