EP Wealth Advisors’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 | $5.01M | Sell |
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|
2025
Q1 | $5.82M | Sell |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $5.14M | Sell |
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|
2024
Q2 | $5.18M | Buy |
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|
2024
Q1 | $4.37M | Sell |
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|
2023
Q4 | $5.25M | Sell |
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|
2023
Q3 | $9.69M | Sell |
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|
2023
Q2 | $9.45M | Hold |
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|
2023
Q1 | $36.4M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $732K | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $3.39M | Sell |
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|
2019
Q4 | $7.18M | Sell |
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|
2019
Q3 | $10.1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $657K | Sell |
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|
2017
Q3 | $1.22M | Sell |
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|
2017
Q2 | $3.54M | Sell |
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|
2017
Q1 | $6.44M | Sell |
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|
2016
Q4 | $23.5M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $211K | Sell |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $235K | Sell |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $276K | Sell |
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|
2014
Q3 | $4.12M | Buy |
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