Valmark Advisers’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 | $2.74M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $1.94M | Sell |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $4.15M | Buy |
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|
2020
Q2 | $3.29M | Buy |
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|
2020
Q1 | $2.71M | Buy |
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|
2019
Q4 | $636K | Buy |
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|
2019
Q3 | $633K | Buy |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $595K | Sell |
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|
2018
Q4 | $593K | Sell |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $561K | Sell |
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|
2018
Q1 | $637K | Sell |
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|
2017
Q4 | $684K | Buy |
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