UFA
US Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,080
| Closed | -$587K | – | 72 |
|
|
2023
Q2 | $587K | Buy |
8,080
+212
| +3% | +$15.4K | 0.25% | 41 |
|
|
2023
Q1 | $581K | Hold |
7,868
| – | – | 0.26% | 44 |
|
|
2022
Q4 | $565K | Hold |
7,868
| – | – | 0.28% | 41 |
|
|
2022
Q3 | $561K | Hold |
7,868
| – | – | 0.31% | 33 |
|
|
2022
Q2 | $592K | Buy |
+7,868
| New | +$592K | 0.33% | 30 |
|
|
2021
Q2 | – | Sell |
-7,879
| Closed | -$668K | – | 82 |
|
|
2021
Q1 | $668K | Buy |
7,879
+3,002
| +62% | +$255K | 0.19% | 66 |
|
|
2020
Q4 | $430K | Buy |
+4,877
| New | +$430K | 0.13% | 73 |
|
|
2016
Q2 | $1.02M | Hold |
12,276
| – | – | 2.04% | 18 |
|
|
2016
Q1 | $1.02M | Buy |
12,276
+11,976
| +3,992% | +$992K | 1.77% | 18 |
|
|
2015
Q4 | $24K | Buy |
+300
| New | +$24K | 0.02% | 214 |
|
|
2015
Q3 | – | Sell |
-112
| Closed | -$9K | – | 565 |
|
|
2015
Q2 | $9K | Sell |
112
-2,633
| -96% | -$212K | 0.01% | 237 |
|
|
2015
Q1 | $229K | Sell |
2,745
-2,056
| -43% | -$172K | 0.21% | 53 |
|
|
2014
Q4 | $395K | Buy |
+4,801
| New | +$395K | 0.35% | 39 |
|