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NewEdge Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1M | Buy |
1,047,677
+46,273
| +5% | +$3.41M | 0.4% | 48 |
|
|
2025
Q1 | $73.6M | Buy |
1,001,404
+37,440
| +4% | +$2.75M | 0.44% | 41 |
|
|
2024
Q4 | $69.3M | Buy |
963,964
+87,815
| +10% | +$6.31M | 0.42% | 42 |
|
|
2024
Q3 | $65.8M | Buy |
876,149
+31,911
| +4% | +$2.4M | 0.43% | 44 |
|
|
2024
Q2 | $60.8M | Buy |
844,238
+300,933
| +55% | +$21.7M | 0.44% | 41 |
|
|
2024
Q1 | $39.5M | Buy |
543,305
+90,393
| +20% | +$6.57M | 0.34% | 57 |
|
|
2023
Q4 | $33.2M | Buy |
452,912
+353,071
| +354% | +$25.9M | 0.32% | 77 |
|
|
2023
Q3 | $6.97M | Sell |
99,841
-625
| -0.6% | -$43.6K | 0.08% | 252 |
|
|
2023
Q2 | $7.3M | Sell |
100,466
-1,358
| -1% | -$98.7K | 0.08% | 239 |
|
|
2023
Q1 | $7.52M | Sell |
101,824
-1,371
| -1% | -$101K | 0.09% | 224 |
|
|
2022
Q4 | $5.05M | Buy |
103,195
+5,939
| +6% | +$291K | 0.14% | 163 |
|
|
2022
Q3 | $6.94M | Sell |
97,256
-2,993
| -3% | -$214K | 0.11% | 189 |
|
|
2022
Q2 | $7.55M | Sell |
100,249
-16,130
| -14% | -$1.21M | 0.13% | 171 |
|
|
2022
Q1 | $9.26M | Sell |
116,379
-30,749
| -21% | -$2.45M | 0.15% | 150 |
|
|
2021
Q4 | $12.5M | Sell |
147,128
-12,210
| -8% | -$1.03M | 0.19% | 122 |
|
|
2021
Q3 | $13.6M | Buy |
159,338
+4,614
| +3% | +$394K | 0.34% | 72 |
|
|
2021
Q2 | $13.3M | Buy |
154,724
+15,757
| +11% | +$1.35M | 0.35% | 65 |
|
|
2021
Q1 | $11.8M | Buy |
138,967
+15,114
| +12% | +$1.28M | 0.35% | 68 |
|
|
2020
Q4 | $10.9M | Sell |
123,853
-9,855
| -7% | -$869K | 0.36% | 65 |
|
|
2020
Q3 | $11.8M | Sell |
133,708
-8,915
| -6% | -$787K | 0.41% | 68 |
|
|
2020
Q2 | $12.6M | Buy |
142,623
+7,743
| +6% | +$684K | 0.49% | 51 |
|
|
2020
Q1 | $11.5M | Buy |
134,880
+20,178
| +18% | +$1.72M | 0.55% | 46 |
|
|
2019
Q4 | $9.62M | Buy |
114,702
+4,516
| +4% | +$379K | 0.38% | 69 |
|
|
2019
Q3 | $9.29M | Buy |
110,186
+16,361
| +17% | +$1.38M | 0.41% | 67 |
|
|
2019
Q2 | $7.79M | Sell |
93,825
-9,481
| -9% | -$788K | 0.48% | 56 |
|
|
2019
Q1 | $8.39M | Buy |
103,306
+3,051
| +3% | +$248K | 0.54% | 48 |
|
|
2018
Q4 | $7.94K | Sell |
100,255
-44,036
| -31% | -$3.49K | 0.51% | 49 |
|
|
2018
Q3 | $11.4M | Buy |
144,291
+3,644
| +3% | +$287K | 0.87% | 27 |
|
|
2018
Q2 | $11.1K | Buy |
140,647
+22,223
| +19% | +$1.76K | 1.01% | 18 |
|
|
2018
Q1 | $9.44M | Buy |
118,424
+112,902
| +2,045% | +$9M | 1.08% | 21 |
|
|
2017
Q4 | $449K | Sell |
5,522
-124
| -2% | -$10.1K | 0.06% | 253 |
|
|
2017
Q3 | $461K | Hold |
5,646
| – | – | 0.07% | 220 |
|
|
2017
Q2 | $459K | Sell |
5,646
-34
| -0.6% | -$2.77K | 0.08% | 197 |
|
|
2017
Q1 | $459K | Sell |
5,680
-533
| -9% | -$43.1K | 0.1% | 167 |
|
|
2016
Q4 | $502K | Sell |
6,213
-1,236
| -17% | -$99.9K | 0.14% | 148 |
|
|
2016
Q3 | $626K | Buy |
7,449
+2,215
| +42% | +$186K | 0.2% | 103 |
|
|
2016
Q2 | $444K | Buy |
+5,234
| New | +$444K | 0.18% | 103 |
|