Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.6M | Hold |
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|
2023
Q2 | $1.66M | Hold |
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2023
Q1 | $1.69M | Buy |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $241K | Sell |
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|
2018
Q2 | $473K | Sell |
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|
2018
Q1 | $896K | Sell |
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|
2017
Q4 | $1.56M | Buy |
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