GWA
Geometric 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 | – | Sell |
-3,120
| Closed | -$229K | – | 74 |
|
|
2025
Q1 | $229K | Sell |
3,120
-27,842
| -90% | -$2.04M | 0.04% | 69 |
|
|
2024
Q4 | $2.23M | Buy |
30,962
+27,536
| +804% | +$1.98M | 0.4% | 12 |
|
|
2024
Q3 | $257K | Buy |
+3,426
| New | +$257K | 0.05% | 58 |
|
|
2024
Q1 | – | Sell |
-3,280
| Closed | -$241K | – | 48 |
|
|
2023
Q4 | $241K | Buy |
+3,280
| New | +$241K | 0.06% | 39 |
|