AFA
AllGen Financial 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 | $62M | Buy |
842,377
+118,462
| +16% | +$8.72M | 16.66% | 2 |
|
|
2025
Q1 | $53.2M | Buy |
723,915
+30,570
| +4% | +$2.25M | 15.74% | 1 |
|
|
2024
Q4 | $49.9M | Buy |
693,345
+103,811
| +18% | +$7.47M | 16.74% | 1 |
|
|
2024
Q3 | $44.3M | Buy |
589,534
+313,436
| +114% | +$23.5M | 14.37% | 1 |
|
|
2024
Q2 | $19.9M | Buy |
+276,098
| New | +$19.9M | 7.55% | 4 |
|
|
2023
Q1 | – | Sell |
-6,506
| Closed | -$467K | – | 34 |
|
|
2022
Q4 | $467K | Buy |
+6,506
| New | +$467K | 0.34% | 29 |
|
|
2022
Q1 | – | Sell |
-81,615
| Closed | -$6.92M | – | 36 |
|
|
2021
Q4 | $6.92M | Buy |
+81,615
| New | +$6.92M | 5.13% | 6 |
|
|
2021
Q2 | – | Sell |
-31,118
| Closed | -$2.64M | – | 34 |
|
|
2021
Q1 | $2.64M | Sell |
31,118
-937
| -3% | -$79.4K | 2.16% | 13 |
|
|
2020
Q4 | $2.83M | Buy |
+32,055
| New | +$2.83M | 2.62% | 9 |
|