NEWAS
N.E.W. Advisory Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
413,539
+7,754
| +2% | +$571K | 2.95% | 9 |
|
|
2025
Q1 | $29.8M | Buy |
405,785
+39,746
| +11% | +$2.92M | 2.28% | 10 |
|
|
2024
Q4 | $26.3M | Buy |
366,039
+98,201
| +37% | +$7.06M | 2.5% | 11 |
|
|
2024
Q3 | $20.1M | Buy |
267,838
+32,036
| +14% | +$2.41M | 1.98% | 13 |
|
|
2024
Q2 | $17M | Buy |
235,802
+17,863
| +8% | +$1.29M | 1.83% | 14 |
|
|
2024
Q1 | $15.8M | Buy |
217,939
+29,208
| +15% | +$2.12M | 1.76% | 14 |
|
|
2023
Q4 | $13.9M | Buy |
188,731
+21,559
| +13% | +$1.59M | 1.68% | 15 |
|
|
2023
Q3 | $11.7M | Buy |
167,172
+14,710
| +10% | +$1.03M | 1.66% | 16 |
|
|
2023
Q2 | $11.1M | Buy |
152,462
+11,867
| +8% | +$863K | 1.54% | 16 |
|
|
2023
Q1 | $10.4M | Buy |
140,595
+7,390
| +6% | +$546K | 1.51% | 17 |
|
|
2022
Q4 | $9.57M | Buy |
133,205
+2,367
| +2% | +$170K | 1.5% | 17 |
|
|
2022
Q3 | $9.33M | Buy |
130,838
+15,159
| +13% | +$1.08M | 1.69% | 14 |
|
|
2022
Q2 | $8.71M | Buy |
115,679
+49,021
| +74% | +$3.69M | 1.52% | 17 |
|
|
2022
Q1 | $5.64M | Sell |
66,658
-35,372
| -35% | -$2.99M | 1.07% | 21 |
|
|
2021
Q4 | $8.65M | Buy |
102,030
+17,407
| +21% | +$1.48M | 1.31% | 18 |
|
|
2021
Q3 | $7.23M | Buy |
84,623
+8,960
| +12% | +$766K | 1.18% | 20 |
|
|
2021
Q2 | $6.49M | Buy |
75,663
+5,766
| +8% | +$495K | 1.09% | 20 |
|
|
2021
Q1 | $5.92M | Buy |
69,897
+20,339
| +41% | +$1.72M | 1.11% | 21 |
|
|
2020
Q4 | $4.36M | Buy |
49,558
+14,379
| +41% | +$1.26M | 0.92% | 21 |
|
|
2020
Q3 | $3.1M | Buy |
35,179
+7,450
| +27% | +$657K | 0.88% | 23 |
|
|
2020
Q2 | $2.45M | Buy |
+27,729
| New | +$2.45M | 0.76% | 26 |
|
|
2019
Q4 | $2.07M | Buy |
+24,722
| New | +$2.07M | 0.67% | 25 |
|