SOA 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 | $349K | Buy |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $355K | Buy |
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