ECA
Elevated Capital 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 | $465K | Hold |
6,330
| – | – | 0.13% | 196 |
|
|
2025
Q1 | $465K | Sell |
6,330
-974
| -13% | -$71.5K | 0.13% | 196 |
|
|
2024
Q4 | $525K | Sell |
7,304
-34,623
| -83% | -$2.49M | 0.14% | 191 |
|
|
2024
Q3 | $3.15M | Buy |
41,927
+3,264
| +8% | +$245K | 0.84% | 24 |
|
|
2024
Q2 | $2.79M | Sell |
38,663
-1,622
| -4% | -$117K | 0.78% | 34 |
|
|
2024
Q1 | $2.93M | Sell |
40,285
-509
| -1% | -$37K | 0.84% | 35 |
|
|
2023
Q4 | $3M | Sell |
40,794
-1,518
| -4% | -$112K | 0.94% | 26 |
|
|
2023
Q3 | $2.95M | Sell |
42,312
-2,756
| -6% | -$192K | 1.01% | 28 |
|
|
2023
Q2 | $3.28M | Sell |
45,068
-2,511
| -5% | -$183K | 1.09% | 24 |
|
|
2023
Q1 | $3.51M | Sell |
47,579
-1,849
| -4% | -$137K | 1.26% | 19 |
|
|
2022
Q4 | $3.55M | Sell |
49,428
-6,463
| -12% | -$464K | 1.35% | 22 |
|
|
2022
Q3 | $3.99M | Buy |
+55,891
| New | +$3.99M | 1.57% | 16 |
|
|
2022
Q1 | $5.17M | Buy |
+64,962
| New | +$5.17M | 1.71% | 10 |
|
|
2021
Q3 | $5.32M | Buy |
+62,224
| New | +$5.32M | 1.84% | 10 |
|
|
2021
Q1 | $5.09M | Buy |
59,678
+6,321
| +12% | +$539K | 1.98% | 7 |
|
|
2020
Q4 | $4.71M | Buy |
53,357
+615
| +1% | +$54.2K | 2.04% | 8 |
|
|
2020
Q3 | $4.61M | Sell |
52,742
-2,305
| -4% | -$202K | 2.16% | 7 |
|
|
2020
Q2 | $4.89M | Buy |
+55,047
| New | +$4.89M | 2.3% | 7 |
|
|
2019
Q4 | $3.31M | Buy |
+39,498
| New | +$3.31M | 3.68% | 1 |
|
|
2019
Q1 | $4.96M | Buy |
+56,569
| New | +$4.96M | 3.27% | 2 |
|