SWA
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Strata Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-26,981
Closed -$1.88M 70
2023
Q3
$1.88M Buy
+26,981
New +$1.88M 0.91% 13
2023
Q1
$1.92M Buy
26,013
+681
+3% +$50.3K 0.99% 12
2022
Q4
$1.82M Buy
+25,332
New +$1.82M 1.01% 13