TWA
Trellis 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 | $10.4M | Buy |
141,397
+10,460
| +8% | +$770K | 4.53% | 7 |
|
|
2025
Q1 | $9.62M | Buy |
130,937
+4,581
| +4% | +$336K | 4.67% | 7 |
|
|
2024
Q4 | $9.09M | Buy |
126,356
+10,349
| +9% | +$744K | 4.57% | 7 |
|
|
2024
Q3 | $8.71M | Buy |
116,007
+22,246
| +24% | +$1.67M | 4.36% | 8 |
|
|
2024
Q2 | $6.76M | Buy |
93,761
+3,319
| +4% | +$239K | 3.71% | 8 |
|
|
2024
Q1 | $6.57M | Buy |
90,442
+7,060
| +8% | +$513K | 3.71% | 8 |
|
|
2023
Q4 | $6.13M | Buy |
83,382
+49,528
| +146% | +$3.64M | 3.33% | 8 |
|
|
2023
Q3 | $2.36M | Buy |
33,854
+17,735
| +110% | +$1.24M | 1.49% | 14 |
|
|
2023
Q2 | $1.17M | Buy |
16,119
+620
| +4% | +$45.1K | 0.78% | 13 |
|
|
2023
Q1 | $1.14M | Buy |
15,499
+3,063
| +25% | +$226K | 0.84% | 13 |
|
|
2022
Q4 | $893K | Buy |
+12,436
| New | +$893K | 0.77% | 13 |
|