Octavia 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 | $350K | Buy |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $826K | Buy |
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