Schwarz Dygos Wheeler Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $353K | Buy |
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