Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $568K | Sell |
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|
2018
Q1 | $8.01M | Buy |
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|
2017
Q4 | $7.19M | Buy |
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|
2017
Q3 | $7.09M | Hold |
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|
2017
Q2 | $7.08M | Buy |
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|
2017
Q1 | $7M | Sell |
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|
2016
Q4 | $7.55M | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $229K | Sell |
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|
2016
Q1 | $287K | Buy |
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