KSWA
Kathleen S. Wright Associates’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
27,153
-2,124
| -7% | -$156K | 0.78% | 30 |
|
|
2025
Q1 | $2.15M | Buy |
29,277
+2,888
| +11% | +$212K | 0.89% | 26 |
|
|
2024
Q4 | $1.9M | Buy |
26,389
+29
| +0.1% | +$2.09K | 0.79% | 32 |
|
|
2024
Q3 | $1.98M | Sell |
26,360
-146
| -0.6% | -$11K | 0.82% | 31 |
|
|
2024
Q2 | $1.91M | Sell |
26,506
-787
| -3% | -$56.7K | 0.88% | 28 |
|
|
2024
Q1 | $1.98M | Sell |
27,293
-579
| -2% | -$42.1K | 0.93% | 26 |
|
|
2023
Q4 | $2.05M | Buy |
27,872
+515
| +2% | +$37.9K | 1.04% | 23 |
|
|
2023
Q3 | $1.91M | Buy |
27,357
+33
| +0.1% | +$2.3K | 1.07% | 25 |
|
|
2023
Q2 | $1.99M | Sell |
27,324
-244
| -0.9% | -$17.7K | 1.27% | 22 |
|
|
2023
Q1 | $2.04M | Buy |
27,568
+1,607
| +6% | +$119K | 1.34% | 21 |
|
|
2022
Q4 | $1.87M | Buy |
25,961
+707
| +3% | +$50.8K | 1.26% | 21 |
|
|
2022
Q3 | $1.8M | Buy |
25,254
+7,398
| +41% | +$528K | 1.46% | 21 |
|
|
2022
Q2 | $1.34M | Sell |
17,856
-234
| -1% | -$17.6K | 1.13% | 28 |
|
|
2022
Q1 | $1.44M | Sell |
18,090
-272
| -1% | -$21.6K | 1.05% | 29 |
|
|
2021
Q4 | $1.56M | Buy |
+18,362
| New | +$1.56M | 1.14% | 27 |
|