Crestwood Advisors Group’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
Q3 | $1.07M | Buy |
|
|||||
|
2025
Q2 | $973K | Buy |
|
|||||
|
2025
Q1 | $962K | Buy |
|
|||||
|
2024
Q4 | $707K | Buy |
|
|||||
|
2024
Q3 | $475K | Buy |
|
|||||
|
2024
Q2 | $308K | Sell |
|
|||||
|
2024
Q1 | $634K | Buy |
|
|||||
|
2023
Q4 | $613K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $273K | Buy |
|
|||||
|
2022
Q4 | $261K | Sell |
|
|||||
|
2022
Q3 | $272K | Buy |
|