Websterrogers Financial 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
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $7.07M | Sell |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $13M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $10.1M | Buy |
|