Investment Advisory Group’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 | $2.11M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.39M | Buy |
|
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|
2024
Q2 | $1.14M | Buy |
|
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.02M | Buy |
|
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $574K | Buy |
|
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $462K | Hold |
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|
2021
Q4 | $471K | Buy |
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