WMG 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 | $4.4M | Sell |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $3.78M | Buy |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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