Schechter Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $449K | Buy |
6,118
+1,394
| +30% | +$102K | 0.04% | 393 |
|
|
2024
Q4 | $340K | Buy |
4,724
+4
| +0.1% | +$288 | 0.03% | 460 |
|
|
2024
Q3 | $355K | Sell |
4,720
-2,758
| -37% | -$207K | 0.03% | 459 |
|
|
2024
Q2 | $539K | Sell |
7,478
-406
| -5% | -$29.3K | 0.04% | 354 |
|
|
2024
Q1 | $573K | Buy |
7,884
+2,714
| +52% | +$197K | 0.04% | 350 |
|
|
2023
Q4 | $380K | Sell |
5,170
-679
| -12% | -$49.9K | 0.03% | 407 |
|
|
2023
Q3 | $408K | Sell |
5,849
-60
| -1% | -$4.19K | 0.04% | 380 |
|
|
2023
Q2 | $429K | Sell |
5,909
-313
| -5% | -$22.8K | 0.04% | 411 |
|
|
2023
Q1 | $459K | Buy |
6,222
+76
| +1% | +$5.61K | 0.04% | 427 |
|
|
2022
Q4 | $442K | Sell |
6,146
-108
| -2% | -$7.76K | 0.04% | 530 |
|
|
2022
Q3 | $446K | Sell |
6,254
-1,415
| -18% | -$101K | 0.04% | 549 |
|
|
2022
Q2 | $577K | Sell |
7,669
-2,140
| -22% | -$161K | 0.06% | 482 |
|
|
2022
Q1 | $780K | Sell |
9,809
-135
| -1% | -$10.7K | 0.07% | 392 |
|
|
2021
Q4 | $843K | Buy |
+9,944
| New | +$843K | 0.08% | 367 |
|