TWA
Tandem 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 | $2.8M | Buy |
38,055
+1,045
| +3% | +$76.9K | 1.39% | 14 |
|
|
2025
Q1 | $2.72M | Buy |
37,010
+858
| +2% | +$63K | 1.42% | 15 |
|
|
2024
Q4 | $2.6M | Buy |
36,152
+3,510
| +11% | +$252K | 1.33% | 15 |
|
|
2024
Q3 | $2.45M | Buy |
32,642
+1,010
| +3% | +$75.9K | 1.24% | 15 |
|
|
2024
Q2 | $2.28M | Buy |
31,632
+867
| +3% | +$62.5K | 1.22% | 15 |
|
|
2024
Q1 | $2.23M | Sell |
30,765
-102
| -0.3% | -$7.41K | 1.23% | 15 |
|
|
2023
Q4 | $2.27M | Sell |
30,867
-156
| -0.5% | -$11.5K | 1.31% | 15 |
|
|
2023
Q3 | $2.16M | Buy |
31,023
+216
| +0.7% | +$15.1K | 1.32% | 15 |
|
|
2023
Q2 | $2.24M | Buy |
30,807
+42
| +0.1% | +$3.05K | 1.35% | 15 |
|
|
2023
Q1 | $2.27M | Buy |
30,765
+730
| +2% | +$53.9K | 1.41% | 15 |
|
|
2022
Q4 | $2.16M | Buy |
+30,035
| New | +$2.16M | 1.37% | 16 |
|