Plante Moran Financial 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
Q2 | $124K | Buy |
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|
2025
Q1 | $46.8K | Sell |
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|
2024
Q4 | $69.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $62.8K | Buy |
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|
2023
Q4 | $319 | Hold |
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|
2023
Q3 | $299 | Sell |
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|
2023
Q2 | $2.11K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $41K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $41K | Sell |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $1.01M | Hold |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $943K | Hold |
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|
2015
Q4 | $920K | Buy |
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|
2015
Q3 | $858K | Hold |
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|
2015
Q2 | $851K | Hold |
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|
2015
Q1 | $873K | Hold |
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|
2014
Q4 | $863K | Buy |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $169K | Buy |
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|
2014
Q1 | $161K | Hold |
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|
2013
Q4 | $159K | Buy |
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|
2013
Q3 | $68K | Sell |
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|
2013
Q2 | $229K | Buy |
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