ProVise Management Group’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 | $376K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $486K | Buy |
|
|||||
|
2024
Q2 | $466K | Sell |
|
|||||
|
2024
Q1 | $503K | Sell |
|
|||||
|
2023
Q4 | $528K | Sell |
|
|||||
|
2023
Q3 | $646K | Sell |
|
|||||
|
2023
Q2 | $761K | Sell |
|
|||||
|
2023
Q1 | $844K | Buy |
|
|||||
|
2022
Q4 | $610K | Sell |
|
|||||
|
2022
Q3 | $612K | Buy |
|
|||||
|
2022
Q2 | $639K | Sell |
|
|||||
|
2022
Q1 | $903K | Buy |
|
|||||
|
2021
Q4 | $746K | Sell |
|
|||||
|
2021
Q3 | $760K | Hold |
|
|||||
|
2021
Q2 | $764K | Hold |
|
|||||
|
2021
Q1 | $753K | Sell |
|
|||||
|
2020
Q4 | $793K | Hold |
|
|||||
|
2020
Q3 | $793K | Hold |
|
|||||
|
2020
Q2 | $794K | Sell |
|
|||||
|
2020
Q1 | $809K | Sell |
|
|||||
|
2019
Q4 | $841K | Hold |
|
|||||
|
2019
Q3 | $847K | Hold |
|
|||||
|
2019
Q2 | $834K | Sell |
|
|||||
|
2019
Q1 | $906K | Sell |
|
|||||
|
2018
Q4 | $895K | Buy |
|
|||||
|
2018
Q3 | $886K | Sell |
|
|||||
|
2018
Q2 | $901 | Sell |
|
|||||
|
2018
Q1 | $1.07M | Sell |
|
|||||
|
2017
Q4 | $1.12M | Sell |
|
|||||
|
2017
Q3 | $1.13M | Sell |
|
|||||
|
2017
Q2 | $1.13M | Buy |
|
|||||
|
2017
Q1 | $997K | Sell |
|
|||||
|
2016
Q4 | $1.06M | Buy |
|
|||||
|
2016
Q3 | $345K | Buy |
|
|||||
|
2016
Q2 | $345K | Buy |
|
|||||
|
2016
Q1 | $338K | Sell |
|
|||||
|
2015
Q4 | $356K | Buy |
|
|||||
|
2015
Q3 | $275K | Buy |
|
|||||
|
2015
Q2 | $265K | Buy |
|