Obermeyer Wealth Partners’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 | $360K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $0 | Buy |
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