SVWAG
Sound View Wealth Advisors Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
85,515
-247
| -0.3% | -$18.2K | 0.47% | 53 |
|
|
2025
Q1 | $6.3M | Sell |
85,762
-4,573
| -5% | -$336K | 0.52% | 52 |
|
|
2024
Q4 | $6.5M | Buy |
90,335
+1,230
| +1% | +$88.4K | 0.52% | 50 |
|
|
2024
Q3 | $6.69M | Sell |
89,105
-16
| -0% | -$1.2K | 0.55% | 48 |
|
|
2024
Q2 | $6.42M | Sell |
89,121
-318
| -0.4% | -$22.9K | 0.66% | 43 |
|
|
2024
Q1 | $6.5M | Buy |
89,439
+82,135
| +1,125% | +$5.97M | 0.69% | 40 |
|
|
2023
Q4 | $537K | Buy |
7,304
+288
| +4% | +$21.2K | 0.06% | 226 |
|
|
2023
Q3 | $490K | Sell |
7,016
-305
| -4% | -$21.3K | 0.06% | 223 |
|
|
2023
Q2 | $532K | Buy |
7,321
+54
| +0.7% | +$3.93K | 0.07% | 217 |
|
|
2023
Q1 | $537K | Sell |
7,267
-37
| -0.5% | -$2.73K | 0.07% | 207 |
|
|
2022
Q4 | $537K | Buy |
7,304
+408
| +6% | +$30K | 0.06% | 226 |
|
|
2022
Q3 | $492K | Buy |
6,896
+6
| +0.1% | +$428 | 0.11% | 164 |
|
|
2022
Q2 | $519K | Sell |
6,890
-342
| -5% | -$25.8K | 0.11% | 164 |
|
|
2022
Q1 | $575K | Sell |
7,232
-77
| -1% | -$6.12K | 0.11% | 161 |
|
|
2021
Q4 | $619K | Buy |
7,309
+196
| +3% | +$16.6K | 0.12% | 155 |
|
|
2021
Q3 | $608K | Sell |
7,113
-177
| -2% | -$15.1K | 0.13% | 148 |
|
|
2021
Q2 | $626K | Sell |
7,290
-1
| -0% | -$86 | 0.13% | 148 |
|
|
2021
Q1 | $618K | Sell |
7,291
-100
| -1% | -$8.48K | 0.14% | 140 |
|
|
2020
Q4 | $652K | Buy |
7,391
+20
| +0.3% | +$1.76K | 0.16% | 131 |
|
|
2020
Q3 | $650K | Buy |
7,371
+2,560
| +53% | +$226K | 0.17% | 126 |
|
|
2020
Q2 | $425K | Sell |
4,811
-53
| -1% | -$4.68K | 0.12% | 148 |
|
|
2020
Q1 | $415K | Buy |
4,864
+1
| +0% | +$85 | 0.14% | 133 |
|
|
2019
Q4 | $408K | Sell |
4,863
-172
| -3% | -$14.4K | 0.12% | 155 |
|
|
2019
Q3 | $425K | Sell |
5,035
-247
| -5% | -$20.8K | 0.13% | 155 |
|
|
2019
Q2 | $439K | Buy |
+5,282
| New | +$439K | 0.13% | 154 |
|