SPA
Sentinel Pension 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 | $205K | Sell |
2,780
-35
| -1% | -$2.58K | 0.03% | 121 |
|
2025
Q1 | $207K | Buy |
+2,815
| New | +$207K | 0.04% | 109 |
|
2023
Q3 | – | Sell |
-6,654
| Closed | -$484K | – | 101 |
|
2023
Q2 | $484K | Buy |
6,654
+166
| +3% | +$12.1K | 0.12% | 65 |
|
2023
Q1 | $483K | Buy |
+6,488
| New | +$483K | 0.12% | 64 |
|