WAS
Wealth Advisory Solutions’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
37,343
+5,626
| +18% | +$414K | 0.7% | 41 |
|
|
2025
Q1 | $2.33M | Sell |
31,717
-5,415
| -15% | -$398K | 0.62% | 47 |
|
|
2024
Q4 | $2.67M | Sell |
37,132
-2,491
| -6% | -$179K | 0.75% | 36 |
|
|
2024
Q3 | $2.98M | Buy |
39,623
+5,220
| +15% | +$392K | 0.82% | 36 |
|
|
2024
Q2 | $2.48M | Sell |
34,403
-140
| -0.4% | -$10.1K | 0.67% | 37 |
|
|
2024
Q1 | $2.51M | Buy |
34,543
+2,801
| +9% | +$203K | 0.65% | 40 |
|
|
2023
Q4 | $2.33M | Sell |
31,742
-32,416
| -51% | -$2.38M | 0.82% | 32 |
|
|
2023
Q3 | $4.6M | Buy |
64,158
+31,646
| +97% | +$2.27M | 0.9% | 31 |
|
|
2023
Q2 | $2.36M | Buy |
32,512
+622
| +2% | +$45.2K | 0.63% | 45 |
|
|
2023
Q1 | $2.35M | Sell |
31,890
-4,264
| -12% | -$315K | 0.63% | 46 |
|
|
2022
Q4 | $2.6M | Sell |
36,154
-9,650
| -21% | -$693K | 0.7% | 42 |
|
|
2022
Q3 | $3.27M | Sell |
45,804
-2,874
| -6% | -$205K | 0.9% | 36 |
|
|
2022
Q2 | $3.66M | Sell |
48,678
-3,875
| -7% | -$292K | 0.9% | 44 |
|
|
2022
Q1 | $4.18M | Buy |
+52,553
| New | +$4.18M | 0.87% | 41 |
|
|
2021
Q3 | $4.41M | Buy |
51,551
+540
| +1% | +$46.1K | 0.98% | 38 |
|
|
2021
Q2 | $4.38M | Buy |
51,011
+9,422
| +23% | +$809K | 1.04% | 34 |
|
|
2021
Q1 | $4K | Buy |
41,589
+3,841
| +10% | +$369 | ﹤0.01% | 88 |
|
|
2020
Q4 | $3.33M | Sell |
37,748
-699
| -2% | -$61.6K | 0.9% | 38 |
|
|
2020
Q3 | $3.39M | Buy |
38,447
+442
| +1% | +$39K | 0.9% | 36 |
|
|
2020
Q2 | $3.36M | Buy |
38,005
+405
| +1% | +$35.8K | 0.93% | 36 |
|
|
2020
Q1 | $3.21M | Buy |
37,600
+7,027
| +23% | +$600K | 1.09% | 28 |
|
|
2019
Q4 | $2.56M | Buy |
+30,573
| New | +$2.56M | 0.68% | 48 |
|