AWA
Acorn Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
245,499
-5,043
| -2% | -$371K | 6.72% | 1 |
|
|
2025
Q1 | $18.4M | Sell |
250,542
-5,355
| -2% | -$393K | 7.66% | 1 |
|
|
2024
Q4 | $18.4M | Sell |
255,897
-3,643
| -1% | -$262K | 7.6% | 1 |
|
|
2024
Q3 | $19.5M | Buy |
259,540
+51,181
| +25% | +$3.84M | 8.38% | 1 |
|
|
2024
Q2 | $15M | Buy |
208,359
+32,470
| +18% | +$2.34M | 7.42% | 1 |
|
|
2024
Q1 | $12.8M | Buy |
175,889
+14,282
| +9% | +$1.04M | 6.67% | 1 |
|
|
2023
Q4 | $11.9M | Buy |
161,607
+31,648
| +24% | +$2.33M | 7.05% | 2 |
|
|
2023
Q3 | $9.07M | Buy |
129,959
+104,404
| +409% | +$7.29M | 6.03% | 2 |
|
|
2023
Q2 | $1.86M | Buy |
+25,555
| New | +$1.86M | 1.27% | 19 |
|
|
2022
Q2 | – | Sell |
-6,090
| Closed | -$484K | – | 165 |
|
|
2022
Q1 | $484K | Sell |
6,090
-4,444
| -42% | -$353K | 0.33% | 73 |
|
|
2021
Q4 | $893K | Sell |
10,534
-10,912
| -51% | -$925K | 0.57% | 40 |
|
|
2021
Q3 | $1.83M | Sell |
21,446
-44,193
| -67% | -$3.78M | 1.28% | 19 |
|
|
2021
Q2 | $5.64M | Sell |
65,639
-23,318
| -26% | -$2M | 3.89% | 3 |
|
|
2021
Q1 | $7.54M | Sell |
88,957
-10,910
| -11% | -$924K | 5.4% | 3 |
|
|
2020
Q4 | $8.81M | Buy |
99,867
+5,628
| +6% | +$496K | 6.93% | 3 |
|
|
2020
Q3 | $8.31M | Buy |
94,239
+6,358
| +7% | +$561K | 7.29% | 3 |
|
|
2020
Q2 | $7.76M | Buy |
87,881
+12,344
| +16% | +$1.09M | 7.22% | 3 |
|
|
2020
Q1 | $6.5M | Sell |
75,537
-1,246
| -2% | -$107K | 7.28% | 3 |
|
|
2019
Q4 | $6.46M | Buy |
76,783
+652
| +0.9% | +$54.8K | 5.44% | 3 |
|
|
2019
Q3 | $6.37M | Buy |
76,131
+5,121
| +7% | +$428K | 5.47% | 3 |
|
|
2019
Q2 | $5.98M | Buy |
71,010
+68,048
| +2,297% | +$5.73M | 5.47% | 4 |
|
|
2019
Q1 | $239K | Buy |
+2,962
| New | +$239K | 0.22% | 105 |
|
|
2018
Q3 | – | Sell |
-307
| Closed | -$24K | – | 152 |
|
|
2018
Q2 | $24K | Hold |
307
| – | – | 0.02% | 366 |
|
|
2018
Q1 | $24K | Buy |
307
+270
| +730% | +$21.1K | 0.02% | 366 |
|
|
2017
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 644 |
|