SWA
SOA 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 | $343K | Sell |
4,663
-671
| -13% | -$49.4K | 0.06% | 150 |
|
|
2025
Q1 | $392K | Buy |
5,334
+19
| +0.4% | +$1.4K | 0.08% | 126 |
|
|
2024
Q4 | $382K | Buy |
5,315
+1,613
| +44% | +$116K | 0.07% | 133 |
|
|
2024
Q3 | $278K | Buy |
3,702
+17
| +0.5% | +$1.28K | 0.05% | 153 |
|
|
2024
Q2 | $265K | Buy |
3,685
+59
| +2% | +$4.25K | 0.05% | 153 |
|
|
2024
Q1 | $263K | Buy |
3,626
+11
| +0.3% | +$799 | 0.05% | 156 |
|
|
2023
Q4 | $266K | Sell |
3,615
-2,989
| -45% | -$220K | 0.06% | 148 |
|
|
2023
Q3 | $461K | Sell |
6,604
-229
| -3% | -$16K | 0.11% | 101 |
|
|
2023
Q2 | $497K | Sell |
6,833
-22
| -0.3% | -$1.6K | 0.12% | 100 |
|
|
2023
Q1 | $506K | Buy |
6,855
+8
| +0.1% | +$591 | 0.12% | 93 |
|
|
2022
Q4 | $492K | Sell |
6,847
-61
| -0.9% | -$4.38K | 0.13% | 89 |
|
|
2022
Q3 | $492K | Buy |
6,908
+1,821
| +36% | +$130K | 0.15% | 79 |
|
|
2022
Q2 | $382K | Buy |
5,087
+841
| +20% | +$63.2K | 0.11% | 102 |
|
|
2022
Q1 | $337K | Hold |
4,246
| – | – | 0.08% | 124 |
|
|
2021
Q4 | $359K | Buy |
4,246
+147
| +4% | +$12.4K | 0.09% | 117 |
|
|
2021
Q3 | $350K | Buy |
4,099
+1,039
| +34% | +$88.7K | 0.09% | 123 |
|
|
2021
Q2 | $262K | Buy |
3,060
+1,190
| +64% | +$102K | 0.07% | 132 |
|
|
2021
Q1 | $158K | Sell |
1,870
-2,205
| -54% | -$186K | 0.04% | 156 |
|
|
2020
Q4 | $355K | Buy |
+4,075
| New | +$355K | 0.1% | 109 |
|