AFFA
ALM First 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 | $38.1M | Hold |
517,396
| – | – | 8.24% | 4 |
|
|
2025
Q1 | $38M | Buy |
517,396
+34,246
| +7% | +$2.52M | 8.69% | 4 |
|
|
2024
Q4 | $34.7M | Buy |
483,150
+81,411
| +20% | +$5.85M | 8.21% | 4 |
|
|
2024
Q3 | $30.2M | Buy |
401,739
+26,739
| +7% | +$2.01M | 7.48% | 4 |
|
|
2024
Q2 | $27M | Hold |
375,000
| – | – | 7.77% | 4 |
|
|
2024
Q1 | $27.2M | Hold |
375,000
| – | – | 7.54% | 4 |
|
|
2023
Q4 | $27.6M | Hold |
375,000
| – | – | 8.05% | 4 |
|
|
2023
Q3 | $26.2M | Hold |
375,000
| – | – | 7.83% | 4 |
|
|
2023
Q2 | $27.3M | Hold |
375,000
| – | – | 8% | 4 |
|
|
2023
Q1 | $27.7M | Hold |
375,000
| – | – | 8.63% | 4 |
|
|
2022
Q4 | $26.9M | Buy |
+375,000
| New | +$26.9M | 8.62% | 4 |
|