WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $624K | Hold |
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|
2021
Q2 | $628K | Buy |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $859K | Buy |
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|
2020
Q3 | $713K | Hold |
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|
2020
Q2 | $714K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $256K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $1.59M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.33M | Hold |
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|
2014
Q2 | $1.34M | Buy |
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|
2014
Q1 | $989K | Hold |
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|
2013
Q4 | $975K | Buy |
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|
2013
Q3 | $864K | Hold |
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|
2013
Q2 | $864K | Buy |
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