AWA
Aletheian 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 | $22.1M | Buy |
299,776
+9,247
| +3% | +$681K | 10.86% | 2 |
|
|
2025
Q1 | $21.3M | Buy |
290,529
+21,909
| +8% | +$1.61M | 12% | 1 |
|
|
2024
Q4 | $19.3M | Buy |
268,620
+4,063
| +2% | +$292K | 11.42% | 2 |
|
|
2024
Q3 | $19.9M | Buy |
264,557
+24,545
| +10% | +$1.84M | 11.61% | 2 |
|
|
2024
Q2 | $17.3M | Buy |
240,012
+8,915
| +4% | +$642K | 9.11% | 2 |
|
|
2024
Q1 | $16.8M | Buy |
231,097
+39,508
| +21% | +$2.87M | 9.11% | 2 |
|
|
2023
Q4 | $14.1M | Buy |
191,589
+2,617
| +1% | +$192K | 9.33% | 2 |
|
|
2023
Q3 | $13.2M | Buy |
188,972
+7,485
| +4% | +$522K | 10.11% | 2 |
|
|
2023
Q2 | $13.2M | Buy |
181,487
+19,130
| +12% | +$1.39M | 9.04% | 2 |
|
|
2023
Q1 | $12M | Buy |
162,357
+3,249
| +2% | +$240K | 10.58% | 2 |
|
|
2022
Q4 | $11.4M | Buy |
159,108
+4,570
| +3% | +$328K | 9.87% | 1 |
|
|
2022
Q3 | $11M | Buy |
154,538
+5,458
| +4% | +$389K | 12.52% | 1 |
|
|
2022
Q2 | $11.2M | Buy |
149,080
+21,700
| +17% | +$1.63M | 11.4% | 1 |
|
|
2022
Q1 | $10.1M | Buy |
127,380
+1,670
| +1% | +$133K | 9.62% | 1 |
|
|
2021
Q4 | $10.7M | Buy |
+125,710
| New | +$10.7M | 10.45% | 4 |
|