GeoWealth Management’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
$1.55M Sell
2025
Q1
$3.91M Buy
2024
Q4
$1.26M Sell
2024
Q3
$1.39M Sell
2024
Q2
$1.55M Buy
2024
Q1
$1.53M Sell
2023
Q4
$2.41M Sell
2023
Q3
$2.55M Sell
2023
Q2
$2.71M Buy
2023
Q1
$2.05M Sell
2022
Q4
$2.04M Sell
2022
Q3
$3.01M Sell
2022
Q2
$3.73M Sell
2022
Q1
$4.89M Sell
2021
Q4
$6.01M Sell
2021
Q3
$6.86M Buy
2021
Q2
$6.67M Sell
2021
Q1
$6.79M Buy
2020
Q4
$6.73M Buy