WWA
WCG 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 | $3.14M | Buy |
42,712
+31,162
| +270% | +$2.29M | 0.2% | 114 |
|
|
2025
Q1 | $848K | Sell |
11,550
-6,273
| -35% | -$461K | 0.06% | 213 |
|
|
2024
Q4 | $1.28M | Buy |
17,823
+7,382
| +71% | +$531K | 0.08% | 186 |
|
|
2024
Q3 | $784K | Sell |
10,441
-876
| -8% | -$65.8K | 0.05% | 240 |
|
|
2024
Q2 | $815K | Sell |
11,317
-777
| -6% | -$56K | 0.06% | 213 |
|
|
2024
Q1 | $878K | Sell |
12,094
-2,416
| -17% | -$175K | 0.07% | 192 |
|
|
2023
Q4 | $1.07M | Buy |
14,510
+2,109
| +17% | +$155K | 0.08% | 197 |
|
|
2023
Q3 | $865K | Buy |
12,401
+1,246
| +11% | +$86.9K | 0.06% | 208 |
|
|
2023
Q2 | $811K | Buy |
11,155
+770
| +7% | +$56K | 0.09% | 120 |
|
|
2023
Q1 | $767K | Sell |
10,385
-553
| -5% | -$40.8K | 0.1% | 123 |
|
|
2022
Q4 | $786K | Buy |
10,938
+1,352
| +14% | +$97.1K | 0.11% | 119 |
|
|
2022
Q3 | $755K | Buy |
9,586
+5,723
| +148% | +$451K | 0.1% | 150 |
|
|
2022
Q2 | $291K | Buy |
+3,863
| New | +$291K | 0.04% | 218 |
|