SFMG 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
Q2 | – | Sell |
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|
2025
Q1 | $239K | Sell |
|
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $447K | Sell |
|
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|
2024
Q2 | $533K | Sell |
|
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|
2024
Q1 | $768K | Buy |
|
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $765K | Sell |
|
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.25M | Sell |
|
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $42.1M | Buy |
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|
2022
Q2 | $1.72M | Buy |
|