BWA
BDO Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.42M | Sell |
88,284
-4,128
| -4% | -$300K | 0.74% | 26 |
|
|
2023
Q1 | $6.82M | Sell |
92,412
-3,365
| -4% | -$248K | 0.84% | 23 |
|
|
2022
Q4 | $6.88M | Sell |
95,777
-10,044
| -9% | -$722K | 0.86% | 24 |
|
|
2022
Q3 | $7.55M | Sell |
105,821
-1,581
| -1% | -$113K | 1% | 23 |
|
|
2022
Q2 | $8.08M | Sell |
107,402
-6,903
| -6% | -$520K | 0.99% | 22 |
|
|
2022
Q1 | $9.09M | Sell |
114,305
-31,475
| -22% | -$2.5M | 0.97% | 22 |
|
|
2021
Q4 | $12.4M | Sell |
145,780
-44,861
| -24% | -$3.8M | 1.31% | 16 |
|
|
2021
Q3 | $16.3M | Buy |
190,641
+6,569
| +4% | +$561K | 1.79% | 14 |
|
|
2021
Q2 | $15.8M | Buy |
184,072
+11,393
| +7% | +$979K | 1.75% | 14 |
|
|
2021
Q1 | $14.6M | Sell |
172,679
-93,921
| -35% | -$7.96M | 1.72% | 14 |
|
|
2020
Q4 | $23.5M | Sell |
266,600
-1,143
| -0.4% | -$101K | 3.31% | 8 |
|
|
2020
Q3 | $23.6M | Buy |
267,743
+12,287
| +5% | +$1.08M | 3.85% | 7 |
|
|
2020
Q2 | $22.6M | Buy |
255,456
+29,328
| +13% | +$2.59M | 3.97% | 6 |
|
|
2020
Q1 | $19.3M | Sell |
226,128
-6,287
| -3% | -$537K | 3.9% | 5 |
|
|
2019
Q4 | $19.5M | Sell |
232,415
-12,702
| -5% | -$1.07M | 5.03% | 3 |
|
|
2019
Q3 | $20.7M | Buy |
245,117
+9,119
| +4% | +$770K | 5.3% | 3 |
|
|
2019
Q2 | $19.6M | Buy |
235,998
+15,432
| +7% | +$1.28M | 5.34% | 2 |
|
|
2019
Q1 | $17.9M | Buy |
220,566
+3,701
| +2% | +$300K | 5.2% | 2 |
|
|
2018
Q4 | $17.2M | Sell |
216,865
-30,185
| -12% | -$2.39M | 5.91% | 2 |
|
|
2018
Q3 | $19.4M | Sell |
247,050
-3,141
| -1% | -$247K | 6.28% | 2 |
|
|
2018
Q2 | $19.8M | Buy |
250,191
+1,265
| +0.5% | +$100K | 6.75% | 2 |
|
|
2018
Q1 | $19.9M | Sell |
248,926
-4,429
| -2% | -$354K | 7.47% | 2 |
|
|
2017
Q4 | $20.7M | Sell |
253,355
-9,886
| -4% | -$806K | 9.28% | 1 |
|
|
2017
Q3 | $21.6M | Buy |
263,241
+5,918
| +2% | +$485K | 10.7% | 1 |
|
|
2017
Q2 | $21.1M | Buy |
+257,323
| New | +$21.1M | 9.19% | 1 |
|