SFA
Source Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.55M | Sell |
20,605
-1,558
| -7% | -$117K | 0.46% | 30 |
|
|
2024
Q2 | $1.6M | Sell |
22,163
-661
| -3% | -$47.6K | 0.49% | 29 |
|
|
2024
Q1 | $1.66M | Sell |
22,824
-12,130
| -35% | -$881K | 0.5% | 29 |
|
|
2023
Q4 | $2.57M | Sell |
34,954
-2,049
| -6% | -$151K | 0.8% | 28 |
|
|
2023
Q3 | $2.58M | Sell |
37,003
-988
| -3% | -$68.9K | 0.87% | 27 |
|
|
2023
Q2 | $2.76M | Buy |
37,991
+9,401
| +33% | +$683K | 0.91% | 24 |
|
|
2023
Q1 | $2.11M | Sell |
28,590
-507
| -2% | -$37.4K | 0.71% | 27 |
|
|
2022
Q4 | $2.09M | Sell |
29,097
-13,298
| -31% | -$955K | 0.79% | 29 |
|
|
2022
Q3 | $3.02M | Sell |
42,395
-4,525
| -10% | -$323K | 1.2% | 21 |
|
|
2022
Q2 | $3.53M | Sell |
46,920
-12,356
| -21% | -$930K | 1.38% | 20 |
|
|
2022
Q1 | $4.72M | Sell |
59,276
-11,033
| -16% | -$878K | 1.39% | 19 |
|
|
2021
Q4 | $5.96M | Sell |
70,309
-9,850
| -12% | -$835K | 1.61% | 15 |
|
|
2021
Q3 | $6.85M | Buy |
80,159
+1,164
| +1% | +$99.5K | 1.78% | 13 |
|
|
2021
Q2 | $6.79M | Sell |
78,995
-2,488
| -3% | -$214K | 1.75% | 13 |
|
|
2021
Q1 | $6.9M | Buy |
81,483
+970
| +1% | +$82.2K | 1.84% | 12 |
|
|
2020
Q4 | $7.1M | Buy |
+80,513
| New | +$7.1M | 1.92% | 11 |
|