EverSource 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
$6.57M Buy
2025
Q1
$5.34M Buy
2024
Q4
$1.55M Buy
2024
Q3
$776K Buy
2024
Q2
$746K Sell
2024
Q1
$770K Buy
2023
Q4
$722K Buy
2023
Q3
$493K Sell
2023
Q2
$893K Buy
2023
Q1
$497K Buy
2022
Q4
$371K Buy
2022
Q3
$349K Buy
2022
Q2
$354K Sell
2022
Q1
$565K Sell
2021
Q4
$673K Buy