SageView Advisory 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
$9.12M Sell
2025
Q1
$10.8M Buy
2024
Q4
$9.41M Buy
2024
Q3
$9.06M Buy
2024
Q2
Sell
2024
Q1
$651K Buy
2023
Q4
Sell
2023
Q3
$7.12M Buy
2023
Q2
$7.3M Sell
2023
Q1
$11.1M Sell
2022
Q4
$14.4M Buy