FPAS
Focus Partners Advisor Solutions’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1M | Buy |
191,533
+35,275
| +23% | +$2.6M | 0.19% | 67 |
|
2025
Q1 | $11.5M | Buy |
156,258
+66,073
| +73% | +$4.85M | 0.17% | 73 |
|
2024
Q4 | $6.49M | Sell |
90,185
-29,528
| -25% | -$2.12M | 0.11% | 100 |
|
2024
Q3 | $8.99M | Buy |
119,713
+25,157
| +27% | +$1.89M | 0.19% | 63 |
|
2024
Q2 | $6.81M | Buy |
94,556
+22,325
| +31% | +$1.61M | 0.18% | 64 |
|
2024
Q1 | $5.25M | Sell |
72,231
-27,816
| -28% | -$2.02M | 0.15% | 80 |
|
2023
Q4 | $7.36M | Sell |
100,047
-4,480
| -4% | -$330K | 0.35% | 37 |
|
2023
Q3 | $7.29M | Buy |
104,527
+16,724
| +19% | +$1.17M | 0.35% | 35 |
|
2023
Q2 | $6.38M | Buy |
87,803
+28,370
| +48% | +$2.06M | 0.36% | 35 |
|
2023
Q1 | $4.39M | Sell |
59,433
-12,125
| -17% | -$895K | 0.28% | 44 |
|
2022
Q4 | $5.14M | Sell |
71,558
-20,081
| -22% | -$1.44M | 0.4% | 41 |
|
2022
Q3 | $6.54M | Buy |
91,639
+38,925
| +74% | +$2.78M | 0.39% | 32 |
|
2022
Q2 | $3.97M | Sell |
52,714
-23,295
| -31% | -$1.75M | 0.33% | 45 |
|
2022
Q1 | $6.05M | Buy |
+76,009
| New | +$6.05M | 0.6% | 24 |
|