Jackson Grant Investment Advisers’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 | $401K | Buy |
|
|||||
|
2025
Q2 | $393K | Buy |
|
|||||
|
2025
Q1 | $382K | Buy |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $364K | Buy |
|
|||||
|
2024
Q1 | $367K | Buy |
|
|||||
|
2023
Q4 | $371K | Buy |
|
|||||
|
2023
Q3 | $348K | Sell |
|
|||||
|
2023
Q2 | $369K | Buy |
|
|||||
|
2023
Q1 | $188K | Sell |
|
|||||
|
2022
Q4 | $183K | Sell |
|
|||||
|
2022
Q3 | $211K | Buy |
|
|||||
|
2022
Q2 | $192K | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $222K | Hold |
|
|||||
|
2021
Q2 | $223K | Hold |
|
|||||
|
2021
Q1 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $42K | Buy |
|
|||||
|
2019
Q3 | $41K | Buy |
|
|||||
|
2019
Q2 | $40K | Buy |
|
|||||
|
2019
Q1 | $39K | Buy |
|
|||||
|
2018
Q4 | $38K | Buy |
|
|||||
|
2018
Q3 | $38K | Buy |
|
|||||
|
2018
Q2 | $38K | Buy |
|
|||||
|
2018
Q1 | $38K | Buy |
|
|||||
|
2017
Q4 | $38K | Hold |
|
|||||
|
2017
Q3 | $38K | Buy |
|