FCA
Fortis Capital 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 | $619K | Buy |
8,412
+4,060
| +93% | +$299K | 0.11% | 141 |
|
2025
Q1 | $320K | Buy |
4,352
+1,288
| +42% | +$94.6K | 0.06% | 198 |
|
2024
Q4 | $228K | Hold |
3,064
| – | – | 0.08% | 162 |
|
2024
Q3 | $230K | Buy |
3,064
+215
| +8% | +$16.1K | 0.08% | 160 |
|
2024
Q2 | $205K | Sell |
2,849
-3,260
| -53% | -$235K | 0.07% | 153 |
|
2024
Q1 | $444K | Buy |
6,109
+1,678
| +38% | +$122K | 0.19% | 99 |
|
2023
Q4 | $326K | Sell |
4,431
-20,860
| -82% | -$1.53M | 0.17% | 81 |
|
2023
Q3 | $1.76M | Sell |
25,291
-3,950
| -14% | -$276K | 1.13% | 18 |
|
2023
Q2 | $2.13M | Sell |
29,241
-19,307
| -40% | -$1.4M | 1.25% | 20 |
|
2023
Q1 | $3.58M | Buy |
48,548
+18,948
| +64% | +$1.4M | 1.92% | 10 |
|
2022
Q4 | $2.13M | Buy |
+29,600
| New | +$2.13M | 1.26% | 16 |
|