Essex Financial Services’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 | $275K | Buy |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $810K | Hold |
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|
2021
Q1 | $810K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $555K | Buy |
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