JWA
JFS 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 | $19M | Buy |
258,269
+5,994
| +2% | +$441K | 1.21% | 19 |
|
|
2025
Q1 | $18.5M | Sell |
252,275
-1,045
| -0.4% | -$76.8K | 1.25% | 18 |
|
|
2024
Q4 | $18.2M | Buy |
253,320
+7,909
| +3% | +$569K | 1.24% | 18 |
|
|
2024
Q3 | $18.4M | Buy |
245,411
+13,725
| +6% | +$1.03M | 1.23% | 19 |
|
|
2024
Q2 | $16.7M | Buy |
231,686
+7,430
| +3% | +$535K | 1.32% | 19 |
|
|
2024
Q1 | $16.3M | Buy |
224,256
+3,752
| +2% | +$273K | 1.29% | 18 |
|
|
2023
Q4 | $16.2M | Buy |
220,504
+50,684
| +30% | +$3.73M | 1.38% | 19 |
|
|
2023
Q3 | $11.9M | Sell |
169,820
-2,981
| -2% | -$208K | 1.12% | 21 |
|
|
2023
Q2 | $12.6M | Buy |
172,801
+128
| +0.1% | +$9.3K | 1.13% | 22 |
|
|
2023
Q1 | $12.7M | Buy |
172,673
+448
| +0.3% | +$33.1K | 1.2% | 21 |
|
|
2022
Q4 | $12.4M | Buy |
172,225
+37,296
| +28% | +$2.68M | 1.21% | 21 |
|
|
2022
Q3 | $9.63M | Buy |
134,929
+1,742
| +1% | +$124K | 1.06% | 19 |
|
|
2022
Q2 | $10M | Buy |
133,187
+5,261
| +4% | +$396K | 1.06% | 19 |
|
|
2022
Q1 | $10.2M | Buy |
127,926
+7,523
| +6% | +$598K | 0.96% | 20 |
|
|
2021
Q4 | $10.2M | Buy |
120,403
+4,314
| +4% | +$366K | 0.96% | 21 |
|
|
2021
Q3 | $9.92M | Sell |
116,089
-4,257
| -4% | -$364K | 1.02% | 20 |
|
|
2021
Q2 | $10.3M | Buy |
120,346
+46,868
| +64% | +$4.03M | 1.54% | 13 |
|
|
2021
Q1 | $6.23M | Buy |
73,478
+18,264
| +33% | +$1.55M | 1.27% | 20 |
|
|
2020
Q4 | $4.87M | Buy |
55,214
+15,345
| +38% | +$1.35M | 1.02% | 24 |
|
|
2020
Q3 | $3.52M | Buy |
39,869
+10,955
| +38% | +$966K | 0.84% | 32 |
|
|
2020
Q2 | $2.55M | Sell |
28,914
-706
| -2% | -$62.4K | 0.66% | 35 |
|
|
2020
Q1 | $2.53M | Buy |
29,620
+1,688
| +6% | +$144K | 0.76% | 33 |
|
|
2019
Q4 | $2.34M | Buy |
27,932
+4
| +0% | +$335 | 0.58% | 41 |
|
|
2019
Q3 | $2.36M | Sell |
27,928
-7,846
| -22% | -$662K | 0.6% | 42 |
|
|
2019
Q2 | $2.97M | Sell |
35,774
-264
| -0.7% | -$21.9K | 0.75% | 29 |
|
|
2019
Q1 | $2.93M | Buy |
36,038
+172
| +0.5% | +$14K | 0.76% | 28 |
|
|
2018
Q4 | $2.84M | Buy |
35,866
+29,613
| +474% | +$2.35M | 0.76% | 30 |
|
|
2018
Q3 | $492K | Buy |
6,253
+4
| +0.1% | +$315 | 0.13% | 90 |
|
|
2018
Q2 | $495K | Buy |
6,249
+1,002
| +19% | +$79.4K | 0.13% | 88 |
|
|
2018
Q1 | $419K | Hold |
5,247
| – | – | 0.11% | 98 |
|
|
2017
Q4 | $428K | Hold |
5,247
| – | – | 0.1% | 100 |
|
|
2017
Q3 | $430K | Hold |
5,247
| – | – | 0.11% | 92 |
|
|
2017
Q2 | $429K | Sell |
5,247
-54
| -1% | -$4.42K | 0.12% | 84 |
|
|
2017
Q1 | $428K | Hold |
5,301
| – | – | 0.12% | 89 |
|
|
2016
Q4 | $428K | Hold |
5,301
| – | – | 0.12% | 89 |
|
|
2016
Q3 | $446K | Hold |
5,301
| – | – | 0.13% | 84 |
|
|
2016
Q2 | $447K | Sell |
5,301
-1,652
| -24% | -$139K | 0.12% | 96 |
|
|
2016
Q1 | $576K | Hold |
6,953
| – | – | 0.17% | 81 |
|
|
2015
Q4 | $562K | Buy |
+6,953
| New | +$562K | 0.16% | 83 |
|