IWA
Inspirion Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,363
| Closed | -$235K | – | 140 |
|
|
2023
Q3 | $235K | Buy |
3,363
+91
| +3% | +$6.35K | 0.05% | 124 |
|
|
2023
Q2 | $238K | Hold |
3,272
| – | – | 0.05% | 128 |
|
|
2023
Q1 | $242K | Hold |
3,272
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $235K | Hold |
3,272
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $233K | Hold |
3,272
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $246K | Sell |
3,272
-277
| -8% | -$20.8K | 0.05% | 106 |
|
|
2022
Q1 | $282K | Sell |
3,549
-335
| -9% | -$26.6K | 0.06% | 91 |
|
|
2021
Q4 | $329K | Buy |
+3,884
| New | +$329K | 0.07% | 81 |
|