Orgel 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
Q3
$111M Buy
2025
Q2
$108M Sell
2025
Q1
$168M Sell
2024
Q4
$234M Sell
2024
Q3
$319M Buy
2024
Q2
$299M Sell
2024
Q1
$306M Sell
2023
Q4
$359M Buy
2023
Q3
$338M Buy
2023
Q2
$347M Buy
2023
Q1
$279M Buy
2022
Q4
$260M Buy
2022
Q3
$227M Sell
2022
Q2
$363M Buy
2022
Q1
$311M Buy