BWA
BlueSky 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 | $13.2M | Sell |
179,949
-10,630
| -6% | -$783K | 1.92% | 15 |
|
|
2025
Q1 | $14M | Buy |
190,579
+607
| +0.3% | +$44.6K | 2.17% | 14 |
|
|
2024
Q4 | $13.7M | Buy |
189,972
+25,843
| +16% | +$1.86M | 2.14% | 14 |
|
|
2024
Q3 | $12.3M | Sell |
164,129
-4,234
| -3% | -$318K | 1.91% | 15 |
|
|
2024
Q2 | $12.1M | Buy |
+168,363
| New | +$12.1M | 2.04% | 15 |
|
|
2024
Q1 | – | Sell |
-157,788
| Closed | -$11.6M | – | 36 |
|
|
2023
Q4 | $11.6M | Buy |
157,788
+21,216
| +16% | +$1.56M | 2.16% | 15 |
|
|
2023
Q3 | $9.53M | Sell |
136,572
-12,532
| -8% | -$874K | 1.95% | 15 |
|
|
2023
Q2 | $10.8M | Sell |
149,104
-5,606
| -4% | -$408K | 2.18% | 15 |
|
|
2023
Q1 | $11.4M | Sell |
154,710
-6,493
| -4% | -$479K | 2.36% | 14 |
|
|
2022
Q4 | $11.6M | Buy |
161,203
+3,661
| +2% | +$263K | 2.56% | 13 |
|
|
2022
Q3 | $11.2M | Buy |
157,542
+1,527
| +1% | +$109K | 2.61% | 13 |
|
|
2022
Q2 | $11.7M | Buy |
156,015
+66,725
| +75% | +$5.02M | 2.61% | 12 |
|
|
2022
Q1 | $7.1M | Buy |
89,290
+75,314
| +539% | +$5.99M | 1.38% | 16 |
|
|
2021
Q4 | $1.18M | Buy |
+13,976
| New | +$1.18M | 0.22% | 33 |
|
|
2020
Q2 | – | Sell |
-2,795
| Closed | -$239K | – | 52 |
|
|
2020
Q1 | $239K | Sell |
2,795
-468
| -14% | -$40K | 0.09% | 45 |
|
|
2019
Q4 | $274K | Hold |
3,263
| – | – | 0.09% | 54 |
|
|
2019
Q3 | $276K | Sell |
3,263
-219
| -6% | -$18.5K | 0.1% | 57 |
|
|
2019
Q2 | $289K | Sell |
3,482
-244
| -7% | -$20.3K | 0.1% | 55 |
|
|
2019
Q1 | $301K | Sell |
3,726
-589
| -14% | -$47.6K | 0.11% | 51 |
|
|
2018
Q4 | $342K | Buy |
4,315
+811
| +23% | +$64.3K | 0.13% | 48 |
|
|
2018
Q3 | $272K | Sell |
3,504
-53
| -1% | -$4.11K | 0.1% | 49 |
|
|
2018
Q2 | $282K | Hold |
3,557
| – | – | 0.11% | 50 |
|
|
2018
Q1 | $284K | Sell |
3,557
-25
| -0.7% | -$2K | 0.11% | 49 |
|
|
2017
Q4 | $292K | Sell |
3,582
-30
| -0.8% | -$2.45K | 0.12% | 49 |
|
|
2017
Q3 | $296K | Hold |
3,612
| – | – | 0.13% | 49 |
|
|
2017
Q2 | $296K | Sell |
3,612
-688
| -16% | -$56.4K | 0.14% | 48 |
|
|
2017
Q1 | $349K | Sell |
4,300
-55
| -1% | -$4.46K | 0.17% | 44 |
|
|
2016
Q4 | $352K | Buy |
+4,355
| New | +$352K | 0.17% | 43 |
|