CWA
Canvas 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
Q4 | – | Sell |
-2,730
| Closed | -$205K | – | 180 |
|
|
2024
Q3 | $205K | Buy |
+2,730
| New | +$205K | 0.06% | 168 |
|
|
2024
Q1 | – | Sell |
-23,124
| Closed | -$1.7M | – | 149 |
|
|
2023
Q4 | $1.7M | Buy |
23,124
+2,633
| +13% | +$193K | 0.62% | 33 |
|
|
2023
Q3 | $1.4M | Sell |
20,491
-793
| -4% | -$54.2K | 0.58% | 34 |
|
|
2023
Q2 | $1.54M | Buy |
+21,284
| New | +$1.54M | 0.57% | 33 |
|
|
2022
Q3 | – | Sell |
-2,725
| Closed | -$205K | – | 126 |
|
|
2022
Q2 | $205K | Hold |
2,725
| – | – | 0.08% | 123 |
|
|
2022
Q1 | $207K | Sell |
2,725
-1,150
| -30% | -$87.4K | 0.08% | 133 |
|
|
2021
Q4 | $328K | Sell |
3,875
-200
| -5% | -$16.9K | 0.12% | 108 |
|
|
2021
Q3 | $348K | Hold |
4,075
| – | – | 0.14% | 90 |
|
|
2021
Q2 | $350K | Sell |
4,075
-74
| -2% | -$6.36K | 0.16% | 91 |
|
|
2021
Q1 | $352K | Buy |
+4,149
| New | +$352K | 0.21% | 78 |
|