FWA
FOCUS Wealth 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 | $15.9M | Buy |
215,422
+369
| +0.2% | +$27.2K | 8.24% | 2 |
|
|
2025
Q1 | $15.8M | Buy |
215,053
+15,540
| +8% | +$1.14M | 8.73% | 2 |
|
|
2024
Q4 | $14.3M | Buy |
199,513
+274
| +0.1% | +$19.7K | 7.61% | 3 |
|
|
2024
Q3 | $15M | Sell |
199,239
-3,784
| -2% | -$284K | 7.46% | 3 |
|
|
2024
Q2 | $14.6M | Buy |
203,023
+2,458
| +1% | +$177K | 7.51% | 3 |
|
|
2024
Q1 | $14.6M | Buy |
200,565
+9,611
| +5% | +$698K | 7.8% | 3 |
|
|
2023
Q4 | $14M | Buy |
190,954
+11,448
| +6% | +$842K | 8.88% | 3 |
|
|
2023
Q3 | $12.5M | Sell |
179,506
-1,531
| -0.8% | -$107K | 8.69% | 3 |
|
|
2023
Q2 | $13.2M | Sell |
181,037
-1,835
| -1% | -$133K | 8.9% | 3 |
|
|
2023
Q1 | $13.5M | Sell |
182,872
-2,590
| -1% | -$191K | 8.87% | 2 |
|
|
2022
Q4 | $13.3M | Sell |
185,462
-1,620
| -0.9% | -$116K | 9.21% | 2 |
|
|
2022
Q3 | $13.3M | Sell |
187,082
-1,195
| -0.6% | -$85.2K | 9.45% | 2 |
|
|
2022
Q2 | $14.2M | Buy |
188,277
+4,006
| +2% | +$301K | 9.71% | 2 |
|
|
2022
Q1 | $14.7M | Sell |
184,271
-1,930
| -1% | -$154K | 8.73% | 3 |
|
|
2021
Q4 | $15.8M | Buy |
186,201
+2,906
| +2% | +$246K | 9.44% | 3 |
|
|
2021
Q3 | $15.7M | Buy |
183,295
+8,056
| +5% | +$688K | 10.61% | 3 |
|
|
2021
Q2 | $15.1M | Buy |
175,239
+2,247
| +1% | +$193K | 10.48% | 2 |
|
|
2021
Q1 | $14.7M | Buy |
172,992
+2,828
| +2% | +$240K | 10.8% | 2 |
|
|
2020
Q4 | $15M | Buy |
+170,164
| New | +$15M | 11.58% | 2 |
|