United Advisor Group’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
35,290
+10,867
| +44% | +$800K | 0.45% | 61 |
|
|
2025
Q1 | $1.79M | Buy |
24,423
+1,647
| +7% | +$121K | 0.37% | 72 |
|
|
2024
Q4 | $1.64M | Buy |
22,776
+14,093
| +162% | +$1.01M | 0.32% | 75 |
|
|
2024
Q3 | $652K | Sell |
8,683
-644
| -7% | -$48.4K | 0.15% | 146 |
|
|
2024
Q2 | $672K | Sell |
9,327
-1,283
| -12% | -$92.4K | 0.21% | 105 |
|
|
2024
Q1 | $771K | Buy |
+10,610
| New | +$771K | 0.29% | 91 |
|