Schechter Investment 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
Q1 | $449K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $843K | Buy |
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