CWA
Consilio 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 | $4.33M | Sell |
58,987
-4,858
| -8% | -$356K | 1.54% | 16 |
|
|
2025
Q1 | $4.69M | Buy |
63,845
+12,060
| +23% | +$886K | 1.96% | 10 |
|
|
2024
Q4 | $3.72M | Buy |
51,785
+2,010
| +4% | +$145K | 1.52% | 15 |
|
|
2024
Q3 | $3.74M | Buy |
49,775
+1,124
| +2% | +$84.4K | 1.54% | 15 |
|
|
2024
Q2 | $3.51M | Buy |
48,651
+1,933
| +4% | +$139K | 1.57% | 13 |
|
|
2024
Q1 | $3.39M | Buy |
46,718
+2,434
| +5% | +$177K | 1.59% | 13 |
|
|
2023
Q4 | $3.26M | Buy |
44,284
+542
| +1% | +$39.9K | 1.65% | 13 |
|
|
2023
Q3 | $3M | Buy |
43,742
+501
| +1% | +$34.3K | 1.74% | 14 |
|
|
2023
Q2 | $3.14M | Buy |
43,241
+494
| +1% | +$35.9K | 1.73% | 15 |
|
|
2023
Q1 | $3.16M | Buy |
42,747
+11,428
| +36% | +$844K | 1.79% | 17 |
|
|
2022
Q4 | $2.25M | Buy |
31,319
+547
| +2% | +$39.3K | 1.44% | 17 |
|
|
2022
Q3 | $2.2M | Buy |
30,772
+1,143
| +4% | +$81.5K | 1.72% | 15 |
|
|
2022
Q2 | $2.23M | Buy |
29,629
+847
| +3% | +$63.7K | 1.81% | 15 |
|
|
2022
Q1 | $2.29M | Sell |
28,782
-5,229
| -15% | -$416K | 1.8% | 13 |
|
|
2021
Q4 | $2.88M | Buy |
+34,011
| New | +$2.88M | 2.24% | 10 |
|