Marcum Wealth’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
Q1 | $237K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $979K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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