O'Brien 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q3 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $153K | Sell |
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|
2018
Q1 | $289K | Sell |
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|
2017
Q4 | $397K | Sell |
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|
2017
Q3 | $35.1M | Buy |
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|
2017
Q2 | $34.6M | Buy |
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|
2017
Q1 | $29.3M | Buy |
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|
2016
Q4 | $19.7M | Buy |
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|
2016
Q3 | $13.1M | Buy |
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|
2016
Q2 | $5.55M | Buy |
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|
2016
Q1 | $2.58M | Buy |
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|
2015
Q4 | $2M | Buy |
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