NFA
Northwest Financial 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 | $1.89M | Buy |
25,686
+369
| +1% | +$27.2K | 2.64% | 10 |
|
|
2025
Q1 | $1.86M | Buy |
25,317
+675
| +3% | +$49.6K | 1.54% | 14 |
|
|
2024
Q4 | $1.77M | Buy |
24,642
+15,850
| +180% | +$1.14M | 1.46% | 14 |
|
|
2024
Q3 | $660K | Sell |
8,792
-106
| -1% | -$7.96K | 0.53% | 41 |
|
|
2024
Q2 | $641K | Buy |
8,898
+668
| +8% | +$48.1K | 0.65% | 38 |
|
|
2024
Q1 | $598K | Buy |
8,230
+1,795
| +28% | +$130K | 0.66% | 41 |
|
|
2023
Q4 | $473K | Buy |
+6,435
| New | +$473K | 0.4% | 48 |
|