Ellis Investment Partners’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 | $371K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | $119K | Sell |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $73K | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $53K | Buy |
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