SWA
SFMG Wealth 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 | – | Sell |
-3,252
| Closed | -$239K | – | 284 |
|
|
2025
Q1 | $239K | Sell |
3,252
-19,621
| -86% | -$1.44M | 0.02% | 235 |
|
|
2024
Q4 | $1.64M | Buy |
22,873
+16,917
| +284% | +$1.22M | 0.13% | 79 |
|
|
2024
Q3 | $447K | Sell |
5,956
-1,440
| -19% | -$108K | 0.04% | 153 |
|
|
2024
Q2 | $533K | Sell |
7,396
-3,174
| -30% | -$229K | 0.05% | 130 |
|
|
2024
Q1 | $768K | Buy |
10,570
+22
| +0.2% | +$1.6K | 0.07% | 106 |
|
|
2023
Q4 | $776K | Sell |
10,548
-418
| -4% | -$30.7K | 0.07% | 101 |
|
|
2023
Q3 | $765K | Sell |
10,966
-3,215
| -23% | -$224K | 0.08% | 98 |
|
|
2023
Q2 | $1.03M | Sell |
14,181
-2,740
| -16% | -$199K | 0.11% | 86 |
|
|
2023
Q1 | $1.25M | Sell |
16,921
-9,075
| -35% | -$670K | 0.13% | 79 |
|
|
2022
Q4 | $1.87M | Sell |
25,996
-568,720
| -96% | -$40.9M | 0.21% | 65 |
|
|
2022
Q3 | $42.1M | Buy |
594,716
+571,910
| +2,508% | +$40.4M | 4.91% | 6 |
|
|
2022
Q2 | $1.72M | Buy |
+22,806
| New | +$1.72M | 0.2% | 65 |
|