West 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 | $60M | Sell |
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|
2025
Q2 | $60.9M | Sell |
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|
2025
Q1 | $63.8M | Buy |
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|
2024
Q4 | $61.7M | Buy |
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|
2024
Q3 | $54.1M | Buy |
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|
2024
Q2 | $49.2M | Buy |
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|
2024
Q1 | $47M | Buy |
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|
2023
Q4 | $45.6M | Buy |
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|
2023
Q3 | $39.9M | Buy |
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|
2023
Q2 | $39.8M | Buy |
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|
2023
Q1 | $37.6M | Buy |
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|
2022
Q4 | $35.9M | Buy |
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|
2022
Q3 | $32.5M | Buy |
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|
2022
Q2 | $31.1M | Sell |
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|
2022
Q1 | $33.2M | Buy |
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|
2021
Q4 | $34.1M | Sell |
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|
2021
Q3 | $38.5M | Buy |
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|
2021
Q2 | $36.5M | Buy |
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|
2021
Q1 | $32.4M | Buy |
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|
2020
Q4 | $33.2M | Buy |
|