OWA
Opal 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 | $36.4K | Buy |
494
+203
| +70% | +$14.9K | 0.01% | 429 |
|
|
2025
Q1 | $21.4K | Sell |
291
-2,726
| -90% | -$200K | 0.01% | 512 |
|
|
2024
Q4 | $217K | Sell |
3,017
-226
| -7% | -$16.3K | 0.07% | 179 |
|
|
2024
Q3 | $244K | Sell |
3,243
-25
| -0.8% | -$1.88K | 0.08% | 160 |
|
|
2024
Q2 | $235K | Sell |
3,268
-4,655
| -59% | -$335K | 0.08% | 152 |
|
|
2024
Q1 | $575K | Buy |
7,923
+4,485
| +130% | +$326K | 0.2% | 71 |
|
|
2023
Q4 | $253K | Buy |
+3,438
| New | +$253K | 0.1% | 144 |
|