TFA
Transamerica Financial 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 | $32.9M | Sell |
447,232
-4,074
| -0.9% | -$300K | 3.09% | 4 |
|
|
2025
Q1 | $33.1M | Buy |
451,306
+25,903
| +6% | +$1.9M | 3.38% | 3 |
|
|
2024
Q4 | $30.6M | Buy |
425,403
+65,968
| +18% | +$4.74M | 3.03% | 4 |
|
|
2024
Q3 | $27M | Buy |
359,435
+28,789
| +9% | +$2.16M | 2.63% | 4 |
|
|
2024
Q2 | $23.8M | Hold |
330,646
| – | – | 2.54% | 3 |
|
|
2024
Q1 | $24M | Buy |
330,646
+23,641
| +8% | +$1.72M | 2.44% | 4 |
|
|
2023
Q4 | $22.6M | Sell |
307,005
-2,913
| -0.9% | -$214K | 3.12% | 3 |
|
|
2023
Q3 | $21.6M | Buy |
309,918
+14,809
| +5% | +$1.03M | 2.93% | 5 |
|
|
2023
Q2 | $21.5M | Buy |
295,109
+3,496
| +1% | +$254K | 2.78% | 5 |
|
|
2023
Q1 | $21.5M | Sell |
291,613
-185
| -0.1% | -$13.7K | 2.85% | 4 |
|
|
2022
Q4 | $21M | Sell |
291,798
-1,520
| -0.5% | -$109K | 2.98% | 3 |
|
|
2022
Q3 | $20.9M | Sell |
293,318
-25,982
| -8% | -$1.85M | 3.08% | 4 |
|
|
2022
Q2 | $24M | Buy |
319,300
+316,295
| +10,526% | +$23.8M | 3.4% | 4 |
|
|
2022
Q1 | $240K | Sell |
3,005
-789
| -21% | -$63K | 8.57% | 2 |
|
|
2021
Q4 | $322K | Sell |
3,794
-86
| -2% | -$7.3K | 8.71% | 2 |
|
|
2021
Q3 | $332K | Buy |
3,880
+128
| +3% | +$11K | 9.3% | 2 |
|
|
2021
Q2 | $323K | Buy |
3,752
+145
| +4% | +$12.5K | 7.9% | 2 |
|
|
2021
Q1 | $306K | Sell |
3,607
-1,125
| -24% | -$95.4K | 7.45% | 2 |
|
|
2020
Q4 | $418K | Sell |
4,732
-1,268
| -21% | -$112K | 8.63% | 2 |
|
|
2020
Q3 | $530K | Sell |
6,000
-186,910
| -97% | -$16.5M | 9.62% | 2 |
|
|
2020
Q2 | $17M | Buy |
192,910
+184,516
| +2,198% | +$16.3M | 3.74% | 3 |
|
|
2020
Q1 | $717K | Sell |
8,394
-183
| -2% | -$15.6K | 12.78% | 2 |
|
|
2019
Q4 | $720K | Sell |
8,577
-2,055
| -19% | -$173K | 9.98% | 2 |
|
|
2019
Q3 | $898K | Sell |
10,632
-220,808
| -95% | -$18.6M | 11.42% | 2 |
|
|
2019
Q2 | $19.2M | Buy |
231,440
+212,263
| +1,107% | +$17.6M | 4.15% | 3 |
|
|
2019
Q1 | $1.56M | Sell |
19,177
-279,268
| -94% | -$22.7M | 9.18% | 2 |
|
|
2018
Q4 | $23.6M | Buy |
298,445
+24,202
| +9% | +$1.92M | 6.07% | 3 |
|
|
2018
Q3 | $21.6M | Buy |
274,243
+696
| +0.3% | +$54.8K | 4.58% | 3 |
|
|
2018
Q2 | $21.7M | Sell |
273,547
-59,581
| -18% | -$4.72M | 4.79% | 2 |
|
|
2018
Q1 | $26.6M | Buy |
333,128
+24,106
| +8% | +$1.93M | 3.93% | 2 |
|
|
2017
Q4 | $25.2M | Sell |
309,022
-119,927
| -28% | -$9.78M | 3.34% | 2 |
|
|
2017
Q3 | $35.2M | Sell |
428,949
-33,893
| -7% | -$2.78M | 4.35% | 2 |
|
|
2017
Q2 | $37.9M | Sell |
462,842
-45,813
| -9% | -$3.75M | 5.14% | 2 |
|
|
2017
Q1 | $41.2M | Sell |
508,655
-29,874
| -6% | -$2.42M | 4.94% | 2 |
|
|
2016
Q4 | $43.5M | Sell |
538,529
-23,038
| -4% | -$1.86M | 5.18% | 2 |
|
|
2016
Q3 | $47.3M | Sell |
561,567
-111,254
| -17% | -$9.36M | 5.12% | 2 |
|
|
2016
Q2 | $56.7M | Sell |
672,821
-151,309
| -18% | -$12.8M | 5.72% | 2 |
|
|
2016
Q1 | $68.2M | Sell |
824,130
-79,750
| -9% | -$6.6M | 5.77% | 2 |
|
|
2015
Q4 | $73M | Sell |
903,880
-61,215
| -6% | -$4.94M | 5.36% | 2 |
|
|
2015
Q3 | $79.1M | Buy |
965,095
+42,124
| +5% | +$3.45M | 6.35% | 2 |
|
|
2015
Q2 | $75M | Sell |
922,971
-5,866
| -0.6% | -$477K | 5.37% | 2 |
|
|
2015
Q1 | $77.4M | Buy |
928,837
+28,195
| +3% | +$2.35M | 5.4% | 5 |
|
|
2014
Q4 | $74.2M | Buy |
900,642
+823
| +0.1% | +$67.8K | 5.83% | 6 |
|
|
2014
Q3 | $73.7M | Buy |
899,819
+80,837
| +10% | +$6.62M | 6.66% | 1 |
|
|
2014
Q2 | $67.3M | Sell |
818,982
-112,946
| -12% | -$9.29M | 5.86% | 1 |
|
|
2014
Q1 | $75.7M | Buy |
931,928
+101,620
| +12% | +$8.25M | 7.52% | 1 |
|
|
2013
Q4 | $66.5M | Buy |
830,308
+43,132
| +5% | +$3.45M | 7.22% | 1 |
|
|
2013
Q3 | $63.7M | Buy |
787,176
+44,512
| +6% | +$3.6M | 8.26% | 1 |
|
|
2013
Q2 | $60.1M | Buy |
+742,664
| New | +$60.1M | 9.82% | 1 |
|