Topel & Distasi Wealth Management’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 | $640K | Buy |
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|
2025
Q2 | $603K | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1M | Buy |
|
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|
2024
Q3 | $981K | Buy |
|
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $910K | Buy |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $795K | Buy |
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|
2021
Q4 | $830K | Buy |
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