GWSA
Global Wealth Strategies & Associates’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
374,627
-8,508
| -2% | -$626K | 7.9% | 3 |
|
|
2025
Q1 | $28.1M | Buy |
383,135
+39,360
| +11% | +$2.89M | 8.53% | 3 |
|
|
2024
Q4 | $24.7M | Buy |
343,775
+29,845
| +10% | +$2.15M | 7.73% | 4 |
|
|
2024
Q3 | $23.6M | Buy |
313,930
+8,934
| +3% | +$671K | 7.75% | 3 |
|
|
2024
Q2 | $22M | Buy |
304,996
+11,997
| +4% | +$864K | 7.89% | 3 |
|
|
2024
Q1 | $21.3M | Buy |
292,999
+76,216
| +35% | +$5.54M | 8% | 3 |
|
|
2023
Q4 | $15.9M | Buy |
216,783
+58,829
| +37% | +$4.33M | 6.64% | 4 |
|
|
2023
Q3 | $11M | Buy |
157,954
+16,873
| +12% | +$1.18M | 5.15% | 3 |
|
|
2023
Q2 | $10.3M | Buy |
141,081
+8,216
| +6% | +$597K | 4.81% | 5 |
|
|
2023
Q1 | $9.81M | Buy |
132,865
+58,100
| +78% | +$4.29M | 5.07% | 4 |
|
|
2022
Q4 | $5.37M | Buy |
+74,765
| New | +$5.37M | 3.12% | 11 |
|