W Advisors LLC’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,701
| Closed | -$841K | – | 102 |
|
|
2022
Q4 | $841K | Buy |
11,701
+8,459
| +261% | +$608K | 0.7% | 38 |
|
|
2022
Q3 | $231K | Hold |
3,242
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $244K | Sell |
3,242
-996
| -24% | -$75K | 0.21% | 89 |
|
|
2022
Q1 | $337K | Sell |
4,238
-4,982
| -54% | -$396K | 0.25% | 78 |
|
|
2021
Q4 | $781K | Buy |
+9,220
| New | +$781K | 0.58% | 38 |
|