Symphony Financial’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
$456K Buy
2025
Q2
$441K Sell
2025
Q1
$1.12M Sell
2024
Q4
$6.04M Buy
2024
Q3
$5.97M Buy
2024
Q2
$5.05M Buy
2024
Q1
$2.03M Sell
2023
Q4
$3.67M Buy
2023
Q3
$2.66M Buy
2023
Q2
$2.56M Buy
2022
Q1
Sell
2021
Q4
$295K Sell
2021
Q3
$26.1M Sell
2021
Q2
$26.6M Sell
2021
Q1
$30.5M Buy
2020
Q4
$24.3M Buy
2020
Q3
$17.9M Buy
2020
Q2
$11.7M Buy
2020
Q1
$10.4M Buy