Schwarz Dygos Wheeler Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
5,625
-1,332
| -19% | -$98.1K | 0.09% | 111 |
|
|
2025
Q1 | $511K | Buy |
6,957
+339
| +5% | +$24.9K | 0.12% | 103 |
|
|
2024
Q4 | $476K | Buy |
6,618
+592
| +10% | +$42.6K | 0.12% | 104 |
|
|
2024
Q3 | $453K | Sell |
6,026
-178
| -3% | -$13.4K | 0.11% | 106 |
|
|
2024
Q2 | $447K | Buy |
6,204
+471
| +8% | +$33.9K | 0.12% | 97 |
|
|
2024
Q1 | $416K | Hold |
5,733
| – | – | 0.12% | 103 |
|
|
2023
Q4 | $422K | Hold |
5,733
| – | – | 0.13% | 100 |
|
|
2023
Q3 | $400K | Hold |
5,733
| – | – | 0.14% | 98 |
|
|
2023
Q2 | $417K | Hold |
5,733
| – | – | 0.14% | 94 |
|
|
2023
Q1 | $423K | Sell |
5,733
-276
| -5% | -$20.4K | 0.15% | 88 |
|
|
2022
Q4 | $432K | Buy |
6,009
+276
| +5% | +$19.8K | 0.17% | 85 |
|
|
2022
Q3 | $409K | Hold |
5,733
| – | – | 0.18% | 77 |
|
|
2022
Q2 | $431K | Hold |
5,733
| – | – | 0.17% | 79 |
|
|
2022
Q1 | $456K | Hold |
5,733
| – | – | 0.15% | 86 |
|
|
2021
Q4 | $486K | Hold |
5,733
| – | – | 0.16% | 85 |
|
|
2021
Q3 | $490K | Buy |
5,733
+1,732
| +43% | +$148K | 0.18% | 81 |
|
|
2021
Q2 | $344K | Hold |
4,001
| – | – | 0.12% | 95 |
|
|
2021
Q1 | $339K | Hold |
4,001
| – | – | 0.14% | 90 |
|
|
2020
Q4 | $353K | Buy |
+4,001
| New | +$353K | 0.17% | 76 |
|