Williams Jones Wealth Management’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
$337K Sell
2025
Q2
$608K Buy
2025
Q1
$543K Buy
2024
Q4
$422K Sell
2024
Q3
$444K Buy
2024
Q1
Sell
2023
Q4
$417K Buy
2023
Q3
$313K Buy