Whitaker-Myers Wealth Managers’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 | – | Sell |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $749K | Buy |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $921K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $900K | Sell |
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|
2022
Q4 | $1.75M | Buy |
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