Everhart Financial 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 | $1.68M | Sell |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.23M | Buy |
|
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|
2023
Q1 | $939K | Buy |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $413K | Buy |
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