SIAP
Sterling Investment Advisors (Pennsylvania)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
7,275
+1,870
| +35% | +$138K | 0.12% | 125 |
|
|
2025
Q1 | $397K | Hold |
5,405
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $389K | Hold |
5,405
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $406K | Buy |
5,405
+1,625
| +43% | +$122K | 0.1% | 112 |
|
|
2024
Q2 | $272K | Hold |
3,780
| – | – | 0.07% | 123 |
|
|
2024
Q1 | $275K | Buy |
3,780
+115
| +3% | +$8.35K | 0.08% | 127 |
|
|
2023
Q4 | $270K | Sell |
3,665
-375
| -9% | -$27.6K | 0.08% | 120 |
|
|
2023
Q3 | $282K | Hold |
4,040
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $294K | Hold |
4,040
| – | – | 0.1% | 113 |
|
|
2023
Q1 | $298K | Buy |
4,040
+140
| +4% | +$10.3K | 0.1% | 113 |
|
|
2022
Q4 | $280K | Sell |
3,900
-1,300
| -25% | -$93.4K | 0.1% | 117 |
|
|
2022
Q3 | $371K | Sell |
5,200
-250
| -5% | -$17.8K | 0.14% | 106 |
|
|
2022
Q2 | $410K | Hold |
5,450
| – | – | 0.14% | 103 |
|
|
2022
Q1 | $433K | Sell |
5,450
-3,400
| -38% | -$270K | 0.12% | 115 |
|
|
2021
Q4 | $750K | Sell |
8,850
-1,475
| -14% | -$125K | 0.21% | 98 |
|
|
2021
Q3 | $882K | Sell |
10,325
-400
| -4% | -$34.2K | 0.26% | 88 |
|
|
2021
Q2 | $921K | Sell |
10,725
-5,358
| -33% | -$460K | 0.27% | 87 |
|
|
2021
Q1 | $1.36M | Sell |
16,083
-3,456
| -18% | -$293K | 0.44% | 68 |
|
|
2020
Q4 | $1.72M | Sell |
19,539
-117
| -0.6% | -$10.3K | 0.59% | 59 |
|
|
2020
Q3 | $1.73M | Buy |
19,656
+1,167
| +6% | +$103K | 0.67% | 48 |
|
|
2020
Q2 | $1.63M | Buy |
18,489
+144
| +0.8% | +$12.7K | 0.68% | 47 |
|
|
2020
Q1 | $1.57M | Buy |
18,345
+890
| +5% | +$75.9K | 0.83% | 37 |
|
|
2019
Q4 | $1.46M | Hold |
17,455
| – | – | 0.67% | 46 |
|
|
2019
Q3 | $1.47M | Buy |
17,455
+5,674
| +48% | +$479K | 0.75% | 43 |
|
|
2019
Q2 | $979K | Buy |
11,781
+10,656
| +947% | +$886K | 0.5% | 59 |
|
|
2019
Q1 | $91K | Buy |
+1,125
| New | +$91K | 0.05% | 156 |
|