Martel 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
Q3 | – | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $17.2M | Sell |
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|
2024
Q3 | $96.3M | Buy |
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|
2024
Q2 | $90.8M | Buy |
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|
2024
Q1 | $88.9M | Buy |
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|
2023
Q4 | $86.1M | Buy |
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|
2023
Q3 | $79.8M | Buy |
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|
2023
Q2 | $79.3M | Buy |
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|
2023
Q1 | $77.1M | Buy |
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|
2022
Q4 | $73.3M | Buy |
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|
2022
Q3 | $72.7M | Sell |
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|
2022
Q2 | $76.8M | Buy |
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|
2022
Q1 | $79.7M | Buy |
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|
2021
Q4 | $81.3M | Buy |
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|
2021
Q3 | $78.4M | Buy |
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|
2021
Q2 | $75.9M | Buy |
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|
2021
Q1 | $67.9M | Buy |
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|
2020
Q4 | $64.3M | Buy |
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|
2020
Q3 | $60M | Buy |
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|
2020
Q2 | $56.7M | Sell |
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|
2020
Q1 | $56.3M | Sell |
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|
2019
Q4 | $55.7M | Buy |
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|
2019
Q3 | $54.7M | Buy |
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|
2019
Q2 | $52.9M | Buy |
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|
2019
Q1 | $51M | Buy |
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|
2018
Q4 | $49M | Sell |
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|
2018
Q3 | $49.1M | Buy |
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