SWA
Strategies Wealth 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 | $2.72M | Sell |
36,934
-10,047
| -21% | -$740K | 0.3% | 33 |
|
|
2025
Q1 | $3.45M | Sell |
46,981
-27,659
| -37% | -$2.03M | 0.42% | 27 |
|
|
2024
Q4 | $5.4M | Sell |
74,640
-346,716
| -82% | -$25.1M | 0.67% | 19 |
|
|
2024
Q3 | $31.6M | Buy |
421,356
+10,537
| +3% | +$791K | 4.23% | 8 |
|
|
2024
Q2 | $29.6M | Buy |
410,819
+37,166
| +10% | +$2.68M | 4.31% | 7 |
|
|
2024
Q1 | $27.1M | Buy |
373,653
+12,497
| +3% | +$908K | 4.18% | 9 |
|
|
2023
Q4 | $26.6M | Buy |
361,156
+32,008
| +10% | +$2.35M | 4.54% | 8 |
|
|
2023
Q3 | $23M | Buy |
329,148
+13,713
| +4% | +$957K | 4.51% | 7 |
|
|
2023
Q2 | $22.9M | Buy |
315,435
+9,574
| +3% | +$696K | 4.69% | 7 |
|
|
2023
Q1 | $22.6M | Buy |
305,861
+28,781
| +10% | +$2.12M | 4.97% | 7 |
|
|
2022
Q4 | $19.9M | Buy |
+277,080
| New | +$19.9M | 4.9% | 7 |
|
|
2022
Q2 | $14.7M | Buy |
194,824
+29,337
| +18% | +$2.21M | 4.21% | 7 |
|
|
2022
Q1 | $13.2M | Buy |
165,487
+56,349
| +52% | +$4.48M | 3.52% | 8 |
|
|
2021
Q4 | $9.25M | Buy |
+109,138
| New | +$9.25M | 2.6% | 9 |
|