HWA
HCR 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 | $900K | Buy |
12,226
+2,780
| +29% | +$205K | 0.11% | 109 |
|
|
2025
Q1 | $694K | Buy |
9,446
+432
| +5% | +$31.7K | 0.09% | 114 |
|
|
2024
Q4 | $648K | Buy |
9,014
+291
| +3% | +$20.9K | 0.08% | 118 |
|
|
2024
Q3 | $655K | Buy |
8,723
+315
| +4% | +$23.7K | 0.09% | 122 |
|
|
2024
Q2 | $606K | Sell |
8,408
-85
| -1% | -$6.12K | 0.09% | 121 |
|
|
2024
Q1 | $617K | Sell |
8,493
-1,048
| -11% | -$76.1K | 0.09% | 120 |
|
|
2023
Q4 | $702K | Buy |
+9,541
| New | +$702K | 0.11% | 108 |
|
|
2021
Q1 | – | Sell |
-304
| Closed | -$27K | – | 186 |
|
|
2020
Q4 | $27K | Buy |
304
+2
| +0.7% | +$178 | 0.01% | 223 |
|
|
2020
Q3 | $27K | Buy |
302
+8
| +3% | +$715 | 0.01% | 197 |
|
|
2020
Q2 | $26K | Buy |
+294
| New | +$26K | 0.01% | 196 |
|