Strategic Wealth Partners’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 | $233K | Buy |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $208 | Sell |
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|
2019
Q2 | $217K | Buy |
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|
2019
Q1 | $192K | Sell |
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|
2018
Q4 | $191K | Sell |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $491K | Buy |
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