FANJ
Financial Architects (New Jersey)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $803K | Sell |
11,051
-598
| -5% | -$43.5K | 0.12% | 161 |
|
|
2023
Q1 | $860K | Buy |
11,649
+43
| +0.4% | +$3.18K | 0.14% | 151 |
|
|
2022
Q4 | $834K | Sell |
11,606
-375
| -3% | -$26.9K | 0.14% | 154 |
|
|
2022
Q3 | $855K | Buy |
+11,981
| New | +$855K | 0.15% | 141 |
|
|
2022
Q2 | – | Sell |
-12,220
| Closed | -$972K | – | 64 |
|
|
2022
Q1 | $972K | Sell |
12,220
-1,951
| -14% | -$155K | 0.14% | 146 |
|
|
2021
Q4 | $1.2M | Buy |
14,171
+175
| +1% | +$14.8K | 0.16% | 132 |
|
|
2021
Q3 | $1.2M | Buy |
13,996
+1,069
| +8% | +$91.3K | 0.17% | 124 |
|
|
2021
Q2 | $1.11M | Buy |
12,927
+5
| +0% | +$429 | 0.16% | 131 |
|
|
2021
Q1 | $1.1M | Sell |
12,922
-314
| -2% | -$26.6K | 0.17% | 123 |
|
|
2020
Q4 | $1.17M | Buy |
13,236
+1,970
| +17% | +$174K | 0.22% | 103 |
|
|
2020
Q3 | $994K | Buy |
11,266
+813
| +8% | +$71.7K | 0.22% | 96 |
|
|
2020
Q2 | $923K | Buy |
10,453
+2,469
| +31% | +$218K | 0.21% | 98 |
|
|
2020
Q1 | $681K | Buy |
7,984
+865
| +12% | +$73.8K | 0.19% | 107 |
|
|
2019
Q4 | $597K | Buy |
7,119
+353
| +5% | +$29.6K | 0.13% | 132 |
|
|
2019
Q3 | $571K | Buy |
6,766
+328
| +5% | +$27.7K | 0.13% | 129 |
|
|
2019
Q2 | $535K | Buy |
6,438
+465
| +8% | +$38.6K | 0.1% | 141 |
|
|
2019
Q1 | $485K | Sell |
5,973
-1,289
| -18% | -$105K | 0.08% | 164 |
|
|
2018
Q4 | $575K | Sell |
7,262
-308
| -4% | -$24.4K | 0.11% | 134 |
|
|
2018
Q3 | $596K | Buy |
7,570
+257
| +4% | +$20.2K | 0.1% | 149 |
|
|
2018
Q2 | $579K | Buy |
7,313
+1
| +0% | +$79 | 0.1% | 146 |
|
|
2018
Q1 | $584K | Buy |
7,312
+374
| +5% | +$29.9K | 0.11% | 127 |
|
|
2017
Q4 | $566K | Buy |
6,938
+131
| +2% | +$10.7K | 0.09% | 141 |
|
|
2017
Q3 | $558K | Buy |
6,807
+221
| +3% | +$18.1K | 0.1% | 143 |
|
|
2017
Q2 | $539K | Sell |
6,586
-95
| -1% | -$7.78K | 0.1% | 139 |
|
|
2017
Q1 | $542K | Sell |
6,681
-261
| -4% | -$21.2K | 0.1% | 142 |
|
|
2016
Q4 | $561K | Buy |
6,942
+235
| +4% | +$19K | 0.13% | 128 |
|
|
2016
Q3 | $564K | Buy |
6,707
+532
| +9% | +$44.7K | 0.15% | 123 |
|
|
2016
Q2 | $520K | Buy |
6,175
+484
| +9% | +$40.8K | 0.15% | 124 |
|
|
2016
Q1 | $471K | Buy |
5,691
+935
| +20% | +$77.4K | 0.17% | 111 |
|
|
2015
Q4 | $384K | Buy |
4,756
+747
| +19% | +$60.3K | 0.15% | 138 |
|
|
2015
Q3 | $328K | Sell |
4,009
-580
| -13% | -$47.5K | 0.14% | 140 |
|
|
2015
Q2 | $373K | Buy |
4,589
+924
| +25% | +$75.1K | 0.13% | 126 |
|
|
2015
Q1 | $306K | Sell |
3,665
-2,280
| -38% | -$190K | 0.12% | 136 |
|
|
2014
Q4 | $490K | Buy |
5,945
+5,395
| +981% | +$445K | 0.21% | 97 |
|
|
2014
Q3 | $45K | Buy |
550
+1
| +0.2% | +$82 | 0.02% | 320 |
|
|
2014
Q2 | $45K | Buy |
+549
| New | +$45K | 0.02% | 334 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$32K | – | 739 |
|
|
2013
Q2 | $32K | Buy |
+400
| New | +$32K | 0.02% | 289 |
|