HWA
Hillcrest Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,047
| Closed | -$371K | – | 48 |
|
|
2023
Q4 | $371K | Hold |
5,047
| – | – | 0.2% | 37 |
|
|
2023
Q3 | $352K | Buy |
5,047
+1,800
| +55% | +$126K | 0.2% | 38 |
|
|
2023
Q2 | $236K | Hold |
3,247
| – | – | 0.14% | 44 |
|
|
2023
Q1 | $240K | Hold |
3,247
| – | – | 0.14% | 45 |
|
|
2022
Q4 | $233K | Hold |
3,247
| – | – | 0.14% | 45 |
|
|
2022
Q3 | $232K | Hold |
3,247
| – | – | 0.15% | 46 |
|
|
2022
Q2 | $244K | Hold |
3,247
| – | – | 0.15% | 46 |
|
|
2022
Q1 | $258K | Hold |
3,247
| – | – | 0.14% | 45 |
|
|
2021
Q4 | $275K | Hold |
3,247
| – | – | 0.15% | 47 |
|
|
2021
Q3 | $277K | Hold |
3,247
| – | – | 0.16% | 46 |
|
|
2021
Q2 | $279K | Buy |
+3,247
| New | +$279K | 0.17% | 44 |
|
|
2019
Q3 | – | Sell |
-8,600
| Closed | -$714K | – | 39 |
|
|
2019
Q2 | $714K | Sell |
8,600
-4,350
| -34% | -$361K | 0.6% | 23 |
|
|
2019
Q1 | $1.05M | Hold |
12,950
| – | – | 0.92% | 22 |
|
|
2018
Q4 | $1.03M | Buy |
+12,950
| New | +$1.03M | 0.95% | 24 |
|