NWAG
Net Worth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.93M | Buy |
39,848
+15,332
| +63% | +$1.13M | 0.65% | 26 |
|
2025
Q1 | $1.8M | Sell |
24,516
-10,025
| -29% | -$736K | 0.57% | 28 |
|
2024
Q4 | $2.48M | Buy |
34,541
+8,551
| +33% | +$615K | 0.75% | 22 |
|
2024
Q3 | $1.95M | Buy |
+25,990
| New | +$1.95M | 0.58% | 27 |
|