PRWA
Platte River Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,202
| Closed | -$236K | – | 93 |
|
|
2023
Q4 | $236K | Sell |
3,202
-11,712
| -79% | -$861K | 0.08% | 92 |
|
|
2023
Q3 | $1.04M | Buy |
14,914
+1,444
| +11% | +$101K | 0.38% | 46 |
|
|
2023
Q2 | $979K | Sell |
13,470
-223
| -2% | -$16.2K | 0.34% | 49 |
|
|
2023
Q1 | $1.01M | Sell |
13,693
-4,823
| -26% | -$356K | 0.39% | 46 |
|
|
2022
Q4 | $1.33M | Sell |
18,516
-995
| -5% | -$71.5K | 0.56% | 35 |
|
|
2022
Q3 | $1.39M | Buy |
19,511
+3,216
| +20% | +$229K | 0.62% | 32 |
|
|
2022
Q2 | $1.23M | Buy |
+16,295
| New | +$1.23M | 0.53% | 35 |
|
|
2019
Q4 | $413K | Buy |
+4,825
| New | +$413K | 0.22% | 99 |
|