BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.1M | Buy |
15,111
+662
| +5% | +$48.1K | 0.68% | 18 |
|
|
2023
Q4 | $1.06M | Buy |
14,449
+82
| +0.6% | +$6.03K | 0.72% | 18 |
|
|
2023
Q3 | $1M | Buy |
14,367
+331
| +2% | +$23.1K | 0.76% | 16 |
|
|
2023
Q2 | $1.02M | Buy |
14,036
+50
| +0.4% | +$3.64K | 0.81% | 14 |
|
|
2023
Q1 | $1.03M | Buy |
13,986
+32
| +0.2% | +$2.36K | 0.87% | 14 |
|
|
2022
Q4 | $1M | Buy |
13,954
+61
| +0.4% | +$4.38K | 0.93% | 13 |
|
|
2022
Q3 | $991K | Buy |
13,893
+221
| +2% | +$15.8K | 1.17% | 10 |
|
|
2022
Q2 | $1.03M | Buy |
13,672
+860
| +7% | +$64.7K | 1.25% | 9 |
|
|
2022
Q1 | $1.02M | Buy |
12,812
+254
| +2% | +$20.2K | 1.07% | 9 |
|
|
2021
Q4 | $1.06M | Buy |
+12,558
| New | +$1.06M | 1.09% | 8 |
|