CIA
Compass Ion 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 | $2.38M | Buy |
32,346
+598
| +2% | +$44K | 0.26% | 48 |
|
|
2025
Q1 | $2.33M | Sell |
31,748
-5,445
| -15% | -$400K | 0.27% | 48 |
|
|
2024
Q4 | $2.67M | Sell |
37,193
-692
| -2% | -$49.8K | 0.32% | 41 |
|
|
2024
Q3 | $2.85M | Buy |
37,885
+17,896
| +90% | +$1.34M | 0.35% | 37 |
|
|
2024
Q2 | $1.45M | Buy |
19,989
+274
| +1% | +$19.9K | 0.21% | 65 |
|
|
2024
Q1 | $1.43M | Buy |
19,715
+1,156
| +6% | +$84K | 0.21% | 65 |
|
|
2023
Q4 | $1.37M | Buy |
18,559
+152
| +0.8% | +$11.2K | 0.21% | 71 |
|
|
2023
Q3 | $1.28M | Buy |
+18,407
| New | +$1.28M | 0.22% | 71 |
|