SFA
Sequoia Financial 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 | $17.6M | Sell |
239,624
-290,018
| -55% | -$21.4M | 0.12% | 131 |
|
|
2025
Q1 | $38.9M | Sell |
529,642
-179,278
| -25% | -$13.2M | 0.3% | 74 |
|
|
2024
Q4 | $51M | Buy |
708,920
+697,858
| +6,309% | +$50.2M | 0.49% | 40 |
|
|
2024
Q3 | $831K | Sell |
11,062
-358
| -3% | -$26.9K | 0.01% | 597 |
|
|
2024
Q2 | $823K | Sell |
11,420
-25,149
| -69% | -$1.81M | 0.01% | 532 |
|
|
2024
Q1 | $2.66M | Buy |
36,569
+7,022
| +24% | +$510K | 0.03% | 280 |
|
|
2023
Q4 | $2.17M | Sell |
29,547
-1,971
| -6% | -$145K | 0.03% | 338 |
|
|
2023
Q3 | $2.2M | Sell |
31,518
-2,212
| -7% | -$154K | 0.04% | 218 |
|
|
2023
Q2 | $2.45M | Buy |
33,730
+2,111
| +7% | +$153K | 0.04% | 214 |
|
|
2023
Q1 | $2.33M | Sell |
31,619
-8,290
| -21% | -$612K | 0.05% | 200 |
|
|
2022
Q4 | $2.87M | Buy |
39,909
+11,307
| +40% | +$812K | 0.07% | 170 |
|
|
2022
Q3 | $2.04M | Sell |
28,602
-2,179
| -7% | -$155K | 0.06% | 155 |
|
|
2022
Q2 | $2.32M | Sell |
30,781
-4,191
| -12% | -$315K | 0.07% | 158 |
|
|
2022
Q1 | $2.78M | Buy |
34,972
+2,266
| +7% | +$180K | 0.07% | 156 |
|
|
2021
Q4 | $2.77M | Buy |
32,706
+15,984
| +96% | +$1.35M | 0.08% | 152 |
|
|
2021
Q3 | $1.43M | Sell |
16,722
-10,334
| -38% | -$883K | 0.15% | 86 |
|
|
2021
Q2 | $2.32M | Buy |
27,056
+1,377
| +5% | +$118K | 0.08% | 140 |
|
|
2021
Q1 | $2.18M | Sell |
25,679
-1,691
| -6% | -$143K | 0.09% | 122 |
|
|
2020
Q4 | $2.41M | Buy |
27,370
+3,303
| +14% | +$291K | 0.11% | 109 |
|
|
2020
Q3 | $2.12M | Buy |
24,067
+641
| +3% | +$56.5K | 0.11% | 106 |
|
|
2020
Q2 | $2.07M | Buy |
23,426
+3,009
| +15% | +$266K | 0.12% | 90 |
|
|
2020
Q1 | $1.74M | Buy |
20,417
+289
| +1% | +$24.7K | 0.13% | 87 |
|
|
2019
Q4 | $1.69M | Buy |
20,128
+3,007
| +18% | +$252K | 0.11% | 109 |
|
|
2019
Q3 | $1.45M | Buy |
17,121
+353
| +2% | +$29.8K | 0.1% | 106 |
|
|
2019
Q2 | $1.39M | Buy |
16,768
+25
| +0.1% | +$2.08K | 0.1% | 105 |
|
|
2019
Q1 | $1.36M | Buy |
16,743
+244
| +1% | +$19.8K | 0.11% | 101 |
|
|
2018
Q4 | $1.31M | Buy |
16,499
+3,095
| +23% | +$245K | 0.15% | 90 |
|
|
2018
Q3 | $1.06M | Buy |
13,404
+395
| +3% | +$31.1K | 0.1% | 112 |
|
|
2018
Q2 | $1.03M | Sell |
13,009
-144
| -1% | -$11.4K | 0.11% | 109 |
|
|
2018
Q1 | $1.05M | Sell |
13,153
-1,187
| -8% | -$94.8K | 0.11% | 108 |
|
|
2017
Q4 | $1.17M | Buy |
14,340
+1,819
| +15% | +$148K | 0.12% | 107 |
|
|
2017
Q3 | $1.03M | Buy |
12,521
+165
| +1% | +$13.5K | 0.12% | 104 |
|
|
2017
Q2 | $1.01M | Sell |
12,356
-1,052
| -8% | -$86.1K | 0.13% | 107 |
|
|
2017
Q1 | $1.09M | Sell |
13,408
-1,424
| -10% | -$115K | 0.14% | 98 |
|
|
2016
Q4 | $1.2M | Buy |
+14,832
| New | +$1.2M | 0.17% | 89 |
|