Sovereign Financial Group’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 | $919K | Buy |
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|
2025
Q2 | $852K | Sell |
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|
2025
Q1 | $909K | Sell |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $957K | Buy |
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|
2022
Q4 | $896K | Sell |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $807K | Buy |
|