Optimum Investment 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 | $48.1K | Hold |
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|
2025
Q2 | $47.6K | Sell |
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|
2025
Q1 | $62.4K | Hold |
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|
2024
Q4 | $61.1K | Hold |
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|
2024
Q3 | $63.8K | Hold |
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|
2024
Q2 | $61.2K | Hold |
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|
2024
Q1 | $61.7K | Hold |
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|
2023
Q4 | $62.5K | Sell |
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|
2023
Q3 | $73.3K | Hold |
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|
2023
Q2 | $76.3K | Hold |
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|
2023
Q1 | $77.5K | Hold |
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|
2022
Q4 | $75.4K | Hold |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $106K | Sell |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $449K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $357K | Hold |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $467K | Hold |
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|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $466K | Sell |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $492K | Hold |
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|
2016
Q2 | $493K | Hold |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $418K | Buy |
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|
2015
Q1 | $489K | Sell |
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|
2014
Q4 | $549K | Sell |
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|
2014
Q3 | $570K | Hold |
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|
2014
Q2 | $572K | Sell |
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|
2014
Q1 | $598K | Hold |
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|
2013
Q4 | $589K | Hold |
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|
2013
Q3 | $596K | Buy |
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