Joel Isaacson & Co’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 | $541K | Buy |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $339K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $50K | Hold |
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|
2015
Q4 | $48K | Hold |
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|
2015
Q3 | $49K | Hold |
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|
2015
Q2 | $49K | Sell |
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|
2015
Q1 | $141K | Buy |
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|
2014
Q4 | $49K | Buy |
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