GFWA
Grey Fox 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 | $1.12M | Sell |
15,186
-224
| -1% | -$16.5K | 0.27% | 57 |
|
|
2025
Q1 | $1.13M | Sell |
15,410
-9,572
| -38% | -$703K | 0.3% | 50 |
|
|
2024
Q4 | $1.8M | Sell |
24,982
-5
| -0% | -$360 | 0.49% | 34 |
|
|
2024
Q3 | $1.88M | Buy |
24,987
+2,525
| +11% | +$190K | 0.52% | 31 |
|
|
2024
Q2 | $1.62M | Buy |
22,462
+2,577
| +13% | +$186K | 0.57% | 32 |
|
|
2024
Q1 | $1.44M | Buy |
19,885
+1,232
| +7% | +$89.5K | 0.54% | 33 |
|
|
2023
Q4 | $1.37M | Sell |
18,653
-1,628
| -8% | -$120K | 0.6% | 33 |
|
|
2023
Q3 | $1.42M | Sell |
20,281
-10,454
| -34% | -$729K | 0.71% | 36 |
|
|
2023
Q2 | $2.23M | Sell |
30,735
-1,014
| -3% | -$73.7K | 1.15% | 22 |
|
|
2023
Q1 | $2.34M | Sell |
31,749
-2,598
| -8% | -$192K | 1.38% | 19 |
|
|
2022
Q4 | $2.47M | Buy |
+34,347
| New | +$2.47M | 1.63% | 20 |
|