HM Payson & Co’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 | $449K | Sell |
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|
2025
Q2 | $465K | Sell |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $984K | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $977K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $49.5K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $242K | Hold |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $318K | Hold |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $325K | Sell |
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|
2015
Q4 | $326K | Hold |
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|
2015
Q3 | $331K | Buy |
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