FA
Fiducient 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 | $1.93M | Buy |
26,163
+865
| +3% | +$63.7K | 0.24% | 54 |
|
|
2025
Q1 | $1.86M | Sell |
25,298
-628,729
| -96% | -$46.2M | 0.23% | 47 |
|
|
2024
Q4 | $47M | Buy |
654,027
+12,204
| +2% | +$878K | 5.81% | 4 |
|
|
2024
Q3 | $48.2M | Buy |
641,823
+3,510
| +0.5% | +$264K | 5.57% | 4 |
|
|
2024
Q2 | $46M | Buy |
638,313
+16,281
| +3% | +$1.17M | 6.35% | 4 |
|
|
2024
Q1 | $45.2M | Buy |
622,032
+40,951
| +7% | +$2.97M | 8.94% | 3 |
|
|
2023
Q4 | $42.7M | Buy |
581,081
+33,692
| +6% | +$2.48M | 8.01% | 5 |
|
|
2023
Q3 | $38.2M | Buy |
547,389
+4,365
| +0.8% | +$305K | 2.16% | 7 |
|
|
2023
Q2 | $39.5M | Buy |
543,024
+16,560
| +3% | +$1.2M | 12.08% | 3 |
|
|
2023
Q1 | $38.9M | Sell |
526,464
-662
| -0.1% | -$48.9K | 12.6% | 3 |
|
|
2022
Q4 | $37.9M | Buy |
527,126
+19,822
| +4% | +$1.42M | 11.14% | 2 |
|
|
2022
Q3 | $36.2M | Sell |
507,304
-31,454
| -6% | -$2.24M | 17.18% | 2 |
|
|
2022
Q2 | $40.5M | Buy |
538,758
+3,409
| +0.6% | +$257K | 15.23% | 2 |
|
|
2022
Q1 | $42.6M | Buy |
535,349
+50,760
| +10% | +$4.04M | 16.07% | 2 |
|
|
2021
Q4 | $41.1M | Buy |
484,589
+3,794
| +0.8% | +$322K | 12.46% | 4 |
|
|
2021
Q3 | $41.1M | Buy |
480,795
+2,238
| +0.5% | +$191K | 12.43% | 4 |
|
|
2021
Q2 | $41.1M | Buy |
478,557
+2,561
| +0.5% | +$220K | 12.74% | 4 |
|
|
2021
Q1 | $40.3M | Buy |
475,996
+54,375
| +13% | +$4.61M | 13.05% | 3 |
|
|
2020
Q4 | $37.2M | Buy |
421,621
+408
| +0.1% | +$36K | 13.82% | 3 |
|
|
2020
Q3 | $37.2M | Buy |
421,213
+45,142
| +12% | +$3.98M | 20.91% | 1 |
|
|
2020
Q2 | $33.2M | Sell |
376,071
-44,543
| -11% | -$3.93M | 20.11% | 2 |
|
|
2020
Q1 | $35.9M | Buy |
420,614
+17,109
| +4% | +$1.46M | 21.19% | 1 |
|
|
2019
Q4 | $33.8M | Buy |
403,505
+31,472
| +8% | +$2.64M | 18.46% | 3 |
|
|
2019
Q3 | $31.4M | Sell |
372,033
-3,937
| -1% | -$332K | 17.89% | 3 |
|
|
2019
Q2 | $31.2M | Sell |
375,970
-1,666
| -0.4% | -$138K | 18.7% | 2 |
|
|
2019
Q1 | $30.7M | Sell |
377,636
-6,303
| -2% | -$512K | 15.13% | 3 |
|
|
2018
Q4 | $30.4M | Sell |
383,939
-15,358
| -4% | -$1.22M | 17.45% | 2 |
|
|
2018
Q3 | $31.4M | Buy |
399,297
+946
| +0.2% | +$74.5K | 15.67% | 3 |
|
|
2018
Q2 | $31.5M | Sell |
398,351
-7,850
| -2% | -$622K | 15.99% | 3 |
|
|
2018
Q1 | $32.5M | Sell |
406,201
-99
| -0% | -$7.91K | 16.62% | 2 |
|
|
2017
Q4 | $33.1M | Buy |
+406,300
| New | +$33.1M | 21.09% | 2 |
|