Obermeyer Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,082
| Closed | -$222K | – | 264 |
|
|
2024
Q4 | $222K | Sell |
3,082
-100
| -3% | -$7.19K | 0.01% | 238 |
|
|
2024
Q3 | $239K | Buy |
3,182
+35
| +1% | +$2.63K | 0.01% | 224 |
|
|
2024
Q2 | $227K | Sell |
3,147
-707
| -18% | -$50.9K | 0.01% | 221 |
|
|
2024
Q1 | $280K | Hold |
3,854
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $283K | Sell |
3,854
-464
| -11% | -$34.1K | 0.02% | 178 |
|
|
2023
Q3 | $301K | Buy |
4,318
+497
| +13% | +$34.7K | 0.02% | 159 |
|
|
2023
Q2 | $278K | Sell |
3,821
-1,298
| -25% | -$94.4K | 0.02% | 169 |
|
|
2023
Q1 | $378K | Buy |
5,119
+2,312
| +82% | +$171K | 0.03% | 135 |
|
|
2022
Q4 | $202K | Buy |
+2,807
| New | +$202K | 0.02% | 214 |
|
|
2022
Q3 | – | Sell |
-2,680
| Closed | -$202K | – | 218 |
|
|
2022
Q2 | $202K | Hold |
2,680
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $213K | Hold |
2,680
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $227K | Buy |
2,680
+31
| +1% | +$2.63K | 0.01% | 209 |
|
|
2021
Q3 | $226K | Hold |
2,649
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $228K | Hold |
2,649
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $224K | Hold |
2,649
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $234K | Buy |
+2,649
| New | +$234K | 0.02% | 138 |
|
|
2013
Q3 | – | Sell |
-1
| Closed | – | – | 81 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 361 |
|