Sheets Smith Wealth Management’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 | $404K | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $543K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $549K | Buy |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $543K | Buy |
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|
2019
Q2 | $533K | Buy |
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|
2019
Q1 | $521K | Buy |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | $504K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $274K | Buy |
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