WCFA
Walkner Condon 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 | $2.92M | Sell |
39,609
-2,788
| -7% | -$205K | 0.54% | 45 |
|
|
2025
Q1 | $3.11M | Sell |
42,397
-1,195
| -3% | -$87.8K | 0.63% | 35 |
|
|
2024
Q4 | $3.13M | Buy |
43,592
+13,934
| +47% | +$1M | 0.64% | 41 |
|
|
2024
Q3 | $2.23M | Buy |
29,658
+2,556
| +9% | +$192K | 0.45% | 54 |
|
|
2024
Q2 | $1.95M | Sell |
27,102
-271
| -1% | -$19.5K | 0.42% | 58 |
|
|
2024
Q1 | $1.99M | Buy |
27,373
+781
| +3% | +$56.7K | 0.42% | 60 |
|
|
2023
Q4 | $1.96M | Sell |
26,592
-788
| -3% | -$58K | 0.45% | 59 |
|
|
2023
Q3 | $1.91M | Sell |
27,380
-1,273
| -4% | -$88.8K | 0.51% | 51 |
|
|
2023
Q2 | $2.08M | Buy |
28,653
+5,084
| +22% | +$369K | 0.55% | 44 |
|
|
2023
Q1 | $1.74M | Sell |
23,569
-22
| -0.1% | -$1.62K | 0.49% | 46 |
|
|
2022
Q4 | $1.7M | Sell |
23,591
-5,963
| -20% | -$428K | 0.51% | 43 |
|
|
2022
Q3 | $2.11M | Buy |
29,554
+44
| +0.1% | +$3.14K | 0.68% | 35 |
|
|
2022
Q2 | $2.22M | Buy |
29,510
+2,485
| +9% | +$187K | 0.69% | 34 |
|
|
2022
Q1 | $2.15M | Sell |
27,025
-10,797
| -29% | -$859K | 0.61% | 40 |
|
|
2021
Q4 | $3.21M | Sell |
37,822
-5,120
| -12% | -$434K | 2.09% | 13 |
|
|
2021
Q3 | $3.67M | Buy |
42,942
+34
| +0.1% | +$2.91K | 1.81% | 17 |
|
|
2021
Q2 | $3.68M | Buy |
42,908
+1,792
| +4% | +$154K | 1.35% | 21 |
|
|
2021
Q1 | $3.48M | Buy |
41,116
+3,926
| +11% | +$333K | 1.35% | 18 |
|
|
2020
Q4 | $3.28M | Buy |
37,190
+5,596
| +18% | +$494K | 1.41% | 19 |
|
|
2020
Q3 | $2.79M | Buy |
31,594
+27,369
| +648% | +$2.41M | 1.49% | 14 |
|
|
2020
Q2 | $373K | Sell |
4,225
-238
| -5% | -$21K | 0.33% | 40 |
|
|
2020
Q1 | $381K | Buy |
4,463
+327
| +8% | +$27.9K | 0.41% | 35 |
|
|
2019
Q4 | $347K | Buy |
+4,136
| New | +$347K | 0.33% | 48 |
|