CWS Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $573K | Sell |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $235K | Buy |
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