JFS 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
Q2 | $19M | Buy |
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|
2025
Q1 | $18.5M | Sell |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $9.63M | Buy |
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|
2022
Q2 | $10M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.92M | Sell |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $6.22M | Buy |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.36M | Sell |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.84M | Buy |
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|
2018
Q3 | $492K | Buy |
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|
2018
Q2 | $495K | Buy |
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|
2018
Q1 | $419K | Hold |
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|
2017
Q4 | $428K | Hold |
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|
2017
Q3 | $430K | Hold |
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|
2017
Q2 | $429K | Sell |
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|
2017
Q1 | $428K | Hold |
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|
2016
Q4 | $428K | Hold |
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|
2016
Q3 | $446K | Hold |
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|
2016
Q2 | $447K | Sell |
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|
2016
Q1 | $576K | Hold |
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|
2015
Q4 | $562K | Buy |
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