Trellis Wealth Advisors’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 | $10.4M | Buy |
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|
2025
Q1 | $9.62M | Buy |
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|
2024
Q4 | $9.09M | Buy |
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|
2024
Q3 | $8.71M | Buy |
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|
2024
Q2 | $6.76M | Buy |
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|
2024
Q1 | $6.57M | Buy |
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|
2023
Q4 | $6.13M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $893K | Buy |
|