GJIA
Glass Jacobson Investment 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 | $4.74M | Buy |
64,432
+12,324
| +24% | +$907K | 1.83% | 4 |
|
|
2025
Q1 | $3.75M | Hold |
52,108
| – | – | 1.23% | 12 |
|
|
2024
Q4 | $3.75M | Buy |
52,108
+6,144
| +13% | +$442K | 1.23% | 12 |
|
|
2024
Q3 | $3.45M | Buy |
45,964
+15,647
| +52% | +$1.18M | 1.14% | 15 |
|
|
2024
Q2 | $2.18M | Buy |
30,317
+3,924
| +15% | +$283K | 0.8% | 35 |
|
|
2024
Q1 | $1.92M | Buy |
26,393
+4,529
| +21% | +$329K | 0.72% | 42 |
|
|
2023
Q4 | $1.61M | Sell |
21,864
-3,823
| -15% | -$281K | 0.66% | 47 |
|
|
2023
Q3 | $1.79M | Buy |
25,687
+15,186
| +145% | +$1.06M | 0.82% | 30 |
|
|
2023
Q2 | $763K | Buy |
+10,501
| New | +$763K | 0.35% | 86 |
|
|
2022
Q4 | $771K | Buy |
+10,731
| New | +$771K | 0.38% | 78 |
|