TWA
TCI 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 | $3.12M | Buy |
42,341
+14,206
| +50% | +$1.05M | 0.21% | 51 |
|
|
2025
Q1 | $2.07M | Buy |
28,135
+5,774
| +26% | +$424K | 0.17% | 53 |
|
|
2024
Q4 | $1.61M | Sell |
22,361
-273
| -1% | -$19.6K | 0.13% | 61 |
|
|
2024
Q3 | $1.7M | Sell |
22,634
-2,461
| -10% | -$185K | 0.14% | 58 |
|
|
2024
Q2 | $1.81M | Buy |
25,095
+3,905
| +18% | +$281K | 0.17% | 54 |
|
|
2024
Q1 | $1.54M | Buy |
21,190
+6,972
| +49% | +$506K | 0.15% | 58 |
|
|
2023
Q4 | $1.05M | Buy |
14,218
+1,991
| +16% | +$146K | 0.11% | 74 |
|
|
2023
Q3 | $853K | Sell |
12,227
-4,747
| -28% | -$331K | 0.11% | 78 |
|
|
2023
Q2 | $1.23M | Buy |
16,974
+1,290
| +8% | +$93.8K | 0.16% | 61 |
|
|
2023
Q1 | $1.16M | Buy |
15,684
+1,564
| +11% | +$115K | 0.15% | 61 |
|
|
2022
Q4 | $1.01M | Buy |
14,120
+1,798
| +15% | +$129K | 0.14% | 63 |
|
|
2022
Q3 | $879K | Buy |
12,322
+4,794
| +64% | +$342K | 0.14% | 65 |
|
|
2022
Q2 | $567K | Buy |
7,528
+237
| +3% | +$17.9K | 0.09% | 94 |
|
|
2022
Q1 | $580K | Sell |
7,291
-453
| -6% | -$36K | 0.09% | 92 |
|
|
2021
Q4 | $656K | Buy |
7,744
+433
| +6% | +$36.7K | 0.1% | 83 |
|
|
2021
Q3 | $625K | Buy |
7,311
+115
| +2% | +$9.83K | 0.1% | 87 |
|
|
2021
Q2 | $618K | Buy |
7,196
+435
| +6% | +$37.4K | 0.1% | 88 |
|
|
2021
Q1 | $573K | Buy |
6,761
+916
| +16% | +$77.6K | 0.24% | 79 |
|
|
2020
Q4 | $515K | Buy |
5,845
+620
| +12% | +$54.6K | 0.23% | 83 |
|
|
2020
Q3 | $461K | Sell |
5,225
-1,767
| -25% | -$156K | 0.18% | 86 |
|
|
2020
Q2 | $618K | Buy |
6,992
+1,666
| +31% | +$147K | 0.26% | 65 |
|
|
2020
Q1 | $455K | Buy |
5,326
+339
| +7% | +$29K | 0.22% | 75 |
|
|
2019
Q4 | $418K | Sell |
4,987
-78
| -2% | -$6.54K | 0.16% | 102 |
|
|
2019
Q3 | $428K | Sell |
5,065
-669
| -12% | -$56.5K | 0.19% | 90 |
|
|
2019
Q2 | $476K | Buy |
5,734
+77
| +1% | +$6.39K | 0.21% | 82 |
|
|
2019
Q1 | $459K | Buy |
5,657
+805
| +17% | +$65.3K | 0.2% | 88 |
|
|
2018
Q4 | $384K | Sell |
4,852
-1,337
| -22% | -$106K | 0.19% | 96 |
|
|
2018
Q3 | $487K | Hold |
6,189
| – | – | 0.2% | 89 |
|
|
2018
Q2 | $490K | Buy |
6,189
+63
| +1% | +$4.99K | 0.22% | 84 |
|
|
2018
Q1 | $490K | Sell |
6,126
-176
| -3% | -$14.1K | 0.23% | 83 |
|
|
2017
Q4 | $514K | Buy |
6,302
+1,380
| +28% | +$113K | 0.23% | 81 |
|
|
2017
Q3 | $403K | Buy |
4,922
+2,229
| +83% | +$183K | 0.2% | 87 |
|
|
2017
Q2 | $563K | Buy |
2,693
+83
| +3% | +$17.4K | 0.29% | 71 |
|
|
2017
Q1 | $212K | Sell |
2,610
-473
| -15% | -$38.4K | 0.11% | 126 |
|
|
2016
Q4 | $249K | Buy |
3,083
+871
| +39% | +$70.3K | 0.13% | 114 |
|
|
2016
Q3 | $186K | Buy |
2,212
+71
| +3% | +$5.97K | 0.1% | 137 |
|
|
2016
Q2 | $180K | Buy |
2,141
+1,064
| +99% | +$89.5K | 0.1% | 133 |
|
|
2016
Q1 | $89K | Sell |
1,077
-46
| -4% | -$3.8K | 0.05% | 222 |
|
|
2015
Q4 | $91K | Hold |
1,123
| – | – | 0.05% | 216 |
|
|
2015
Q3 | $92K | Buy |
1,123
+178
| +19% | +$14.6K | 0.06% | 204 |
|
|
2015
Q2 | $77K | Buy |
945
+35
| +4% | +$2.85K | 0.04% | 225 |
|
|
2015
Q1 | $76K | Buy |
910
+864
| +1,878% | +$72.2K | 0.05% | 199 |
|
|
2014
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 594 |
|
|
2014
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 597 |
|
|
2014
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 630 |
|
|
2014
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 590 |
|
|
2013
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 582 |
|
|
2013
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 507 |
|
|
2013
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 479 |
|