VA
Valmark Advisers’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.74M | Buy |
37,155
+2,143
| +6% | +$158K | 0.04% | 176 |
|
2025
Q1 | $2.57M | Buy |
35,012
+2,297
| +7% | +$169K | 0.04% | 170 |
|
2024
Q4 | $2.35M | Buy |
32,715
+5,441
| +20% | +$391K | 0.04% | 180 |
|
2024
Q3 | $2.05M | Buy |
27,274
+1,113
| +4% | +$83.6K | 0.03% | 194 |
|
2024
Q2 | $1.88M | Sell |
26,161
-834
| -3% | -$60.1K | 0.03% | 186 |
|
2024
Q1 | $1.96M | Sell |
26,995
-147
| -0.5% | -$10.7K | 0.03% | 169 |
|
2023
Q4 | $2M | Buy |
27,142
+846
| +3% | +$62.2K | 0.04% | 164 |
|
2023
Q3 | $1.83M | Sell |
26,296
-19,716
| -43% | -$1.38M | 0.04% | 152 |
|
2023
Q2 | $3.34M | Buy |
46,012
+5,118
| +13% | +$372K | 0.07% | 102 |
|
2023
Q1 | $3.02M | Buy |
40,894
+142
| +0.3% | +$10.5K | 0.07% | 106 |
|
2022
Q4 | $2.93M | Buy |
40,752
+3,236
| +9% | +$232K | 0.07% | 109 |
|
2022
Q3 | $2.68M | Sell |
37,516
-101
| -0.3% | -$7.2K | 0.05% | 102 |
|
2022
Q2 | $2.83M | Sell |
37,617
-178
| -0.5% | -$13.4K | 0.05% | 93 |
|
2022
Q1 | $3.01M | Buy |
37,795
+14,861
| +65% | +$1.18M | 0.05% | 95 |
|
2021
Q4 | $1.94M | Sell |
22,934
-1,079
| -4% | -$91.5K | 0.03% | 126 |
|
2021
Q3 | $2.05M | Buy |
24,013
+1,112
| +5% | +$95K | 0.04% | 114 |
|
2021
Q2 | $1.97M | Sell |
22,901
-14,263
| -38% | -$1.23M | 0.04% | 119 |
|
2021
Q1 | $3.15M | Buy |
37,164
+10,914
| +42% | +$925K | 0.06% | 80 |
|
2020
Q4 | $2.32M | Sell |
26,250
-20,801
| -44% | -$1.83M | 0.05% | 96 |
|
2020
Q3 | $4.15M | Buy |
47,051
+9,788
| +26% | +$864K | 0.09% | 59 |
|
2020
Q2 | $3.29M | Buy |
37,263
+5,566
| +18% | +$492K | 0.08% | 59 |
|
2020
Q1 | $2.71M | Buy |
31,697
+24,109
| +318% | +$2.06M | 0.07% | 55 |
|
2019
Q4 | $636K | Buy |
7,588
+85
| +1% | +$7.12K | 0.01% | 133 |
|
2019
Q3 | $633K | Buy |
7,503
+2
| +0% | +$169 | 0.01% | 136 |
|
2019
Q2 | $623K | Buy |
7,501
+168
| +2% | +$14K | 0.01% | 127 |
|
2019
Q1 | $595K | Sell |
7,333
-154
| -2% | -$12.5K | 0.01% | 125 |
|
2018
Q4 | $593K | Sell |
7,487
-197
| -3% | -$15.6K | 0.01% | 115 |
|
2018
Q3 | $605K | Buy |
7,684
+600
| +8% | +$47.2K | 0.01% | 115 |
|
2018
Q2 | $561K | Sell |
7,084
-883
| -11% | -$69.9K | 0.01% | 113 |
|
2018
Q1 | $637K | Sell |
7,967
-415
| -5% | -$33.2K | 0.01% | 105 |
|
2017
Q4 | $684K | Buy |
+8,382
| New | +$684K | 0.01% | 102 |
|