Sax Wealth 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
Q3 | $1.64M | Sell |
|
|||||
|
2025
Q2 | $2.23M | Sell |
|
|||||
|
2025
Q1 | $2.46M | Buy |
|
|||||
|
2024
Q4 | $265K | Sell |
|
|||||
|
2024
Q3 | $376K | Buy |
|
|||||
|
2024
Q2 | $338K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $264K | Buy |
|
|||||
|
2021
Q4 | $280K | Buy |
|
|||||
|
2021
Q3 | $231K | Buy |
|
|||||
|
2021
Q2 | $233K | Hold |
|
|||||
|
2021
Q1 | $229K | Buy |
|
|||||
|
2020
Q4 | $234K | Buy |
|