Corient Private Wealth’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539M | Buy |
7,575,426
+4,217,095
| +126% | +$300M | 0.57% | 28 |
|
|
2025
Q1 | $247M | Sell |
3,358,331
-388,954
| -10% | -$28.6M | 0.4% | 50 |
|
|
2024
Q4 | $270M | Buy |
3,747,285
+401,053
| +12% | +$28.8M | 0.45% | 44 |
|
|
2024
Q3 | $243M | Buy |
3,346,232
+533,532
| +19% | +$38.7M | 0.38% | 50 |
|
|
2024
Q2 | $203M | Buy |
2,812,700
+484,676
| +21% | +$34.9M | 0.35% | 57 |
|
|
2024
Q1 | $169M | Buy |
2,328,024
+435,472
| +23% | +$31.6M | 0.3% | 74 |
|
|
2023
Q4 | $139M | Sell |
1,892,552
-19,226
| -1% | -$1.41M | 0.26% | 91 |
|
|
2023
Q3 | $133M | Buy |
1,911,778
+64,383
| +3% | +$4.49M | 0.31% | 76 |
|
|
2023
Q2 | $134M | Buy |
1,847,395
+124,200
| +7% | +$9.03M | 0.31% | 74 |
|
|
2023
Q1 | $127M | Buy |
1,723,195
+181,322
| +12% | +$13.4M | 0.34% | 68 |
|
|
2022
Q4 | $103M | Buy |
+1,541,873
| New | +$103M | 0.37% | 70 |
|