GWA
Genesis 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 | $6.95M | Buy |
94,405
+7,089
| +8% | +$522K | 5.22% | 6 |
|
|
2025
Q1 | $6.41M | Buy |
87,316
+44,852
| +106% | +$3.29M | 5.19% | 5 |
|
|
2024
Q4 | $3.05M | Buy |
+42,464
| New | +$3.05M | 2.66% | 13 |
|
|
2015
Q2 | $4.06K | Hold |
50
| – | – | ﹤0.01% | 432 |
|
|
2015
Q1 | $4.18K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
|
2014
Q4 | $4.16K | Buy |
+50
| New | +$4.16K | ﹤0.01% | 432 |
|