FMWA
Forvis Mazars 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 | $379K | Sell |
5,142
-764
| -13% | -$56.3K | 0.01% | 331 |
|
|
2025
Q1 | $434K | Sell |
5,906
-2,972
| -33% | -$218K | 0.01% | 302 |
|
|
2024
Q4 | $638K | Buy |
8,878
+1,110
| +14% | +$79.8K | 0.01% | 275 |
|
|
2024
Q3 | $583K | Sell |
7,768
-683
| -8% | -$51.3K | 0.01% | 294 |
|
|
2024
Q2 | $609K | Buy |
8,451
+652
| +8% | +$47K | 0.02% | 262 |
|
|
2024
Q1 | $566K | Sell |
7,799
-2,037
| -21% | -$148K | 0.01% | 273 |
|
|
2023
Q4 | $723K | Buy |
9,836
+6,244
| +174% | +$459K | 0.02% | 236 |
|
|
2023
Q3 | $251K | Sell |
3,592
-678
| -16% | -$47.3K | 0.01% | 348 |
|
|
2023
Q2 | $310K | Sell |
4,270
-166
| -4% | -$12.1K | 0.01% | 357 |
|
|
2023
Q1 | $328K | Sell |
4,436
-602
| -12% | -$44.5K | 0.01% | 321 |
|
|
2022
Q4 | $362K | Buy |
5,038
+43
| +0.9% | +$3.09K | 0.01% | 302 |
|
|
2022
Q3 | $356K | Sell |
4,995
-726
| -13% | -$51.7K | 0.01% | 295 |
|
|
2022
Q2 | $430K | Buy |
+5,721
| New | +$430K | 0.02% | 272 |
|
|
2021
Q3 | – | Sell |
-2,486
| Closed | -$214K | – | 273 |
|
|
2021
Q2 | $214K | Buy |
+2,486
| New | +$214K | 0.01% | 252 |
|
|
2021
Q1 | – | Sell |
-4,437
| Closed | -$391K | – | 288 |
|
|
2020
Q4 | $391K | Buy |
+4,437
| New | +$391K | 0.02% | 256 |
|
|
2020
Q2 | – | Sell |
-8,286
| Closed | -$707K | – | 310 |
|
|
2020
Q1 | $707K | Sell |
8,286
-664
| -7% | -$56.7K | 0.06% | 141 |
|
|
2019
Q4 | $751K | Buy |
8,950
+664
| +8% | +$55.7K | 0.05% | 142 |
|
|
2019
Q3 | $700K | Sell |
8,286
-7,613
| -48% | -$643K | 0.06% | 131 |
|
|
2019
Q2 | $1.32M | Buy |
15,899
+1,312
| +9% | +$109K | 0.11% | 102 |
|
|
2019
Q1 | $1.18M | Buy |
+14,587
| New | +$1.18M | 0.1% | 103 |
|
|
2017
Q1 | – | Sell |
-5,908
| Closed | -$477K | – | 211 |
|
|
2016
Q4 | $477K | Sell |
5,908
-2,305
| -28% | -$186K | 0.06% | 123 |
|
|
2016
Q3 | $691K | Sell |
8,213
-25
| -0.3% | -$2.1K | 0.1% | 97 |
|
|
2016
Q2 | $694K | Sell |
8,238
-9,025
| -52% | -$760K | 0.1% | 93 |
|
|
2016
Q1 | $1.43M | Sell |
17,263
-799
| -4% | -$66.1K | 0.23% | 57 |
|
|
2015
Q4 | $1.46M | Buy |
18,062
+14,039
| +349% | +$1.13M | 0.22% | 54 |
|
|
2015
Q3 | $330K | Sell |
4,023
-728
| -15% | -$59.7K | 0.06% | 130 |
|
|
2015
Q2 | $386K | Sell |
4,751
-568
| -11% | -$46.1K | 0.06% | 120 |
|
|
2015
Q1 | $443K | Buy |
+5,319
| New | +$443K | 0.06% | 117 |
|