OHWA
Oak Hill 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 | $6.23M | Buy |
85,628
+3,062
| +4% | +$223K | 1.29% | 19 |
|
|
2025
Q1 | $6.06M | Buy |
82,566
+6,298
| +8% | +$463K | 1.41% | 19 |
|
|
2024
Q4 | $5.48M | Buy |
+76,268
| New | +$5.48M | 1.31% | 19 |
|
|
2024
Q3 | – | Sell |
-14,801
| Closed | -$1.07M | – | 21 |
|
|
2024
Q2 | $1.07M | Buy |
+14,801
| New | +$1.07M | 0.32% | 38 |
|