Key Financial Inc’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 | $628K | Buy |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $596K | Buy |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $593K | Hold |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $486K | Buy |
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