Univest 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 | $437K | Sell |
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|
2025
Q2 | $732K | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.61M | Sell |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $698K | Buy |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $999K | Buy |
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|
2019
Q3 | $664K | Sell |
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|
2019
Q2 | $657K | Buy |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $342K | Buy |
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|
2017
Q4 | $327K | Buy |
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|
2017
Q3 | $325K | Buy |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $999K | Buy |
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|
2016
Q3 | $290K | Buy |
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|
2016
Q2 | $257K | Buy |
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|
2016
Q1 | $218K | Sell |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $226K | Sell |
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|
2015
Q2 | $225K | Buy |
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|
2015
Q1 | $203K | Buy |
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|
2014
Q4 | $200K | Buy |
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