CAAM
Cornerstone Advisors Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
8,915
+1,459
| +20% | +$107K | 0.13% | 73 |
|
|
2025
Q1 | $548K | Sell |
7,456
-1,373
| -16% | -$101K | 0.11% | 88 |
|
|
2024
Q4 | $635K | Hold |
8,829
| – | – | 0.14% | 70 |
|
|
2024
Q3 | $663K | Hold |
8,829
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $636K | Hold |
8,829
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $641K | Hold |
8,829
| – | – | 0.23% | 59 |
|
|
2023
Q4 | $649K | Hold |
8,829
| – | – | 0.25% | 56 |
|
|
2023
Q3 | $616K | Sell |
8,829
-254
| -3% | -$17.7K | 0.25% | 56 |
|
|
2023
Q2 | $660K | Buy |
9,083
+128
| +1% | +$9.3K | 0.29% | 52 |
|
|
2023
Q1 | $661K | Hold |
8,955
| – | – | 0.32% | 50 |
|
|
2022
Q4 | $643K | Buy |
+8,955
| New | +$643K | 0.34% | 52 |
|