Ownership history in Avior Wealth Management, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD TOTAL BOND MARKET INDEX FUND (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 489,125 | +18,649 | +4.0% | 1.13% | $36.2M | $73.60 |
| 2025 Q3 | ADDED | 470,476 | +20,301 | +4.5% | 1.13% | $35.0M | $72.95 |
| 2025 Q2 | REDUCED | 450,175 | -34,675 | -7.2% | 1.15% | $33.1M | $71.51 |
| 2025 Q1 | REDUCED | 484,850 | -45,094 | -8.5% | 1.35% | $35.6M | $70.64 |
| 2024 Q4 | ADDED | 529,944 | +474,059 | +848.3% | 1.39% | $38.1M | $68.73 |
| 2024 Q3 | ADDED | 55,885 | +1,393 | +2.6% | 0.17% | $4.2M | $70.91 |
| 2024 Q2 | ADDED | 54,492 | +4,588 | +9.2% | 0.17% | $3.9M | $67.40 |
| 2024 Q1 | REDUCED | 49,904 | -494 | -1.0% | 0.17% | $3.6M | $67.33 |
| 2023 Q4 | REDUCED | 50,398 | -1,740 | -3.3% | 0.22% | $3.7M | $67.80 |
| 2023 Q3 | REDUCED | 52,138 | -3,255 | -5.9% | 0.25% | $3.6M | $63.59 |
As of 2025 Q4 — sorted by position size