Exencial 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 | $11.5M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $8.42M | Sell |
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|
2024
Q2 | $8.95M | Buy |
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|
2024
Q1 | $8.95M | Sell |
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|
2023
Q4 | $9.59M | Buy |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $309K | Buy |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.6M | Buy |
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|
2017
Q2 | $2.56M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $2.42M | Buy |
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