Joel Adams & Associates’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
22,697
+960
+4% +$70.7K 1.48% 13
2025
Q1
$1.6M Buy
21,737
+1,443
+7% +$106K 1.44% 13
2024
Q4
$1.46M Buy
+20,294
New +$1.46M 1.33% 13