Waverly Advisors’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 | $22.1M | Buy |
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|
2025
Q1 | $21.5M | Buy |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $5.08M | Sell |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $348K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $405K | Buy |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $2K | Buy |
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