Sterling Investment Advisors (Pennsylvania)’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 | $541K | Hold |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $882K | Sell |
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|
2021
Q2 | $921K | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $979K | Buy |
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|
2019
Q1 | $91K | Buy |
|