Robertson Stephens 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 | $1.63M | Sell |
|
|||||
|
2025
Q2 | $1.64M | Buy |
|
|||||
|
2025
Q1 | $1.44M | Sell |
|
|||||
|
2024
Q4 | $1.47M | Buy |
|
|||||
|
2024
Q3 | $1M | Buy |
|
|||||
|
2024
Q2 | $587K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $228K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $378K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $236K | Sell |
|
|||||
|
2021
Q3 | $252K | Sell |
|
|||||
|
2021
Q2 | $431K | Sell |
|
|||||
|
2021
Q1 | $469K | Sell |
|
|||||
|
2020
Q4 | $829K | Buy |
|
|||||
|
2020
Q3 | $625K | Buy |
|
|||||
|
2020
Q2 | $496K | Buy |
|
|||||
|
2020
Q1 | $324K | Buy |
|