Fermata 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
Q3 | $374K | Sell |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $5.67M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.44M | Buy |
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