Opes Wealth Management’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
Q2 | $889K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $658K | Buy |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $319K | Buy |
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