HCR 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
Q3 | $1M | Buy |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $702K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | $26K | Buy |
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