SWA
Sax 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 | $2.23M | Sell |
30,353
-3,099
| -9% | -$228K | 0.13% | 95 |
|
|
2025
Q1 | $2.46M | Buy |
33,452
+29,767
| +808% | +$2.19M | 0.18% | 79 |
|
|
2024
Q4 | $265K | Sell |
3,685
-1,323
| -26% | -$95.1K | 0.02% | 281 |
|
|
2024
Q3 | $376K | Buy |
5,008
+312
| +7% | +$23.4K | 0.03% | 197 |
|
|
2024
Q2 | $338K | Buy |
+4,696
| New | +$338K | 0.03% | 191 |
|
|
2022
Q2 | – | Sell |
-3,320
| Closed | -$264K | – | 169 |
|
|
2022
Q1 | $264K | Buy |
3,320
+17
| +0.5% | +$1.35K | 0.06% | 146 |
|
|
2021
Q4 | $280K | Buy |
3,303
+595
| +22% | +$50.4K | 0.06% | 148 |
|
|
2021
Q3 | $231K | Buy |
2,708
+1
| +0% | +$85 | 0.05% | 153 |
|
|
2021
Q2 | $233K | Hold |
2,707
| – | – | 0.08% | 139 |
|
|
2021
Q1 | $229K | Buy |
2,707
+50
| +2% | +$4.23K | 0.08% | 131 |
|
|
2020
Q4 | $234K | Buy |
+2,657
| New | +$234K | 0.11% | 114 |
|