FSG
Financial Strategies Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
37,892
-1,111
| -3% | -$80.9K | 0.58% | 33 |
|
|
2025
Q1 | $2.83M | Buy |
39,003
+3,446
| +10% | +$250K | 0.67% | 32 |
|
|
2024
Q4 | $2.53M | Buy |
35,557
+5,689
| +19% | +$405K | 0.61% | 32 |
|
|
2024
Q3 | $2.2M | Buy |
29,868
+11,706
| +64% | +$864K | 0.52% | 33 |
|
|
2024
Q2 | $1.31M | Buy |
18,162
+298
| +2% | +$21.6K | 0.33% | 38 |
|
|
2024
Q1 | $1.28M | Buy |
17,864
+5,743
| +47% | +$413K | 0.35% | 38 |
|
|
2023
Q4 | $878K | Sell |
12,121
-1,702
| -12% | -$123K | 0.25% | 40 |
|
|
2023
Q3 | $949K | Buy |
13,823
+3,860
| +39% | +$265K | 0.3% | 42 |
|
|
2023
Q2 | $724K | Buy |
9,963
+1,533
| +18% | +$111K | 0.23% | 44 |
|
|
2023
Q1 | $622K | Sell |
8,430
-510
| -6% | -$37.7K | 0.24% | 47 |
|
|
2022
Q4 | $642K | Buy |
8,940
+160
| +2% | +$11.5K | 0.27% | 47 |
|
|
2022
Q3 | $626K | Sell |
8,780
-733
| -8% | -$52.3K | 0.28% | 51 |
|
|
2022
Q2 | $716K | Buy |
9,513
+1,121
| +13% | +$84.4K | 0.3% | 46 |
|
|
2022
Q1 | $668K | Buy |
8,392
+3,946
| +89% | +$314K | 0.27% | 43 |
|
|
2021
Q4 | $377K | Sell |
4,446
-911
| -17% | -$77.2K | 0.15% | 59 |
|
|
2021
Q3 | $458K | Sell |
5,357
-185
| -3% | -$15.8K | 0.2% | 51 |
|
|
2021
Q2 | $476K | Sell |
5,542
-138
| -2% | -$11.9K | 0.22% | 42 |
|
|
2021
Q1 | $481K | Buy |
5,680
+436
| +8% | +$36.9K | 0.25% | 36 |
|
|
2020
Q4 | $462K | Buy |
5,244
+1,214
| +30% | +$107K | 0.26% | 35 |
|
|
2020
Q3 | $356K | Buy |
+4,030
| New | +$356K | 0.24% | 37 |
|