SIA
Soltis Investment 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 | $51.1M | Buy |
693,558
+92,437
| +15% | +$6.81M | 4.01% | 4 |
|
|
2025
Q1 | $44.2M | Buy |
601,121
+338,544
| +129% | +$24.9M | 3.95% | 3 |
|
|
2024
Q4 | $18.9M | Buy |
262,577
+86,678
| +49% | +$6.23M | 1.75% | 11 |
|
|
2024
Q3 | $13.2M | Buy |
175,899
+43,763
| +33% | +$3.29M | 1.29% | 13 |
|
|
2024
Q2 | $9.52M | Buy |
132,136
+16,945
| +15% | +$1.22M | 1.01% | 17 |
|
|
2024
Q1 | $8.37M | Sell |
115,191
-49,421
| -30% | -$3.59M | 0.94% | 19 |
|
|
2023
Q4 | $12.1M | Buy |
164,612
+88,327
| +116% | +$6.5M | 1.37% | 12 |
|
|
2023
Q3 | $5.32M | Buy |
76,285
+26,410
| +53% | +$1.84M | 0.69% | 45 |
|
|
2023
Q2 | $3.63M | Buy |
49,875
+1,000
| +2% | +$72.7K | 0.42% | 73 |
|
|
2023
Q1 | $3.61M | Buy |
48,875
+10,986
| +29% | +$811K | 0.46% | 61 |
|
|
2022
Q4 | $2.72M | Sell |
37,889
-6,516
| -15% | -$468K | 0.36% | 80 |
|
|
2022
Q3 | $3.17M | Sell |
44,405
-2,285
| -5% | -$163K | 0.48% | 63 |
|
|
2022
Q2 | $3.51M | Buy |
46,690
+940
| +2% | +$70.7K | 0.51% | 49 |
|
|
2022
Q1 | $3.64M | Sell |
45,750
-7,754
| -14% | -$617K | 0.51% | 43 |
|
|
2021
Q4 | $4.53M | Buy |
53,504
+4,999
| +10% | +$424K | 0.64% | 32 |
|
|
2021
Q3 | $4.15M | Buy |
48,505
+4,753
| +11% | +$406K | 0.64% | 33 |
|
|
2021
Q2 | $3.76M | Sell |
43,752
-3,776
| -8% | -$324K | 0.6% | 34 |
|
|
2021
Q1 | $4.03M | Sell |
47,528
-3,324
| -7% | -$282K | 0.73% | 28 |
|
|
2020
Q4 | $4.49M | Sell |
50,852
-4,528
| -8% | -$399K | 0.83% | 27 |
|
|
2020
Q3 | $4.89M | Buy |
55,380
+6,371
| +13% | +$562K | 1.15% | 21 |
|
|
2020
Q2 | $4.33M | Sell |
49,009
-10,181
| -17% | -$899K | 1.12% | 22 |
|
|
2020
Q1 | $5.05M | Sell |
59,190
-81,734
| -58% | -$6.98M | 1.57% | 17 |
|
|
2019
Q4 | $11.8M | Buy |
+140,924
| New | +$11.8M | 2.28% | 10 |
|