Root Financial Partners’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 | $8.13M | Buy |
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|
2025
Q2 | $6.32M | Sell |
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|
2025
Q1 | $8.32M | Buy |
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|
2024
Q4 | $3.66M | Buy |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $2.56M | Buy |
|