CWA
Clarus 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 | $5.08M | Sell |
69,727
-110,491
| -61% | -$8.04M | 2.35% | 11 |
|
|
2025
Q1 | $13.1M | Buy |
180,218
+123,004
| +215% | +$8.94M | 7% | 2 |
|
|
2024
Q4 | $4.07M | Buy |
57,214
+5,239
| +10% | +$373K | 2.03% | 14 |
|
|
2024
Q3 | $3.84M | Buy |
51,975
+1,042
| +2% | +$77K | 1.96% | 15 |
|
|
2024
Q2 | $3.69M | Buy |
50,933
+3,244
| +7% | +$235K | 1.96% | 15 |
|
|
2024
Q1 | $3.39M | Buy |
47,689
+453
| +1% | +$32.2K | 1.92% | 15 |
|
|
2023
Q4 | $3.43M | Buy |
+47,236
| New | +$3.43M | 2.03% | 16 |
|
|
2023
Q2 | $5.87M | Buy |
82,073
+7,742
| +10% | +$554K | 3.57% | 6 |
|
|
2023
Q1 | $5.53M | Buy |
74,331
+2,513
| +3% | +$187K | 3.48% | 7 |
|
|
2022
Q4 | $5.26M | Buy |
+71,818
| New | +$5.26M | 3.45% | 8 |
|