WFA
Wellspring 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
Q2 | – | Sell |
-18,720
| Closed | -$1.38M | – | 119 |
|
|
2023
Q1 | $1.38M | Sell |
18,720
-173
| -0.9% | -$12.8K | 0.41% | 42 |
|
|
2022
Q4 | $1.36M | Sell |
18,893
-1,852
| -9% | -$133K | 0.45% | 41 |
|
|
2022
Q3 | $1.48M | Buy |
20,745
+40
| +0.2% | +$2.85K | 0.55% | 35 |
|
|
2022
Q2 | $1.56M | Sell |
20,705
-20,289
| -49% | -$1.53M | 0.54% | 34 |
|
|
2022
Q1 | $3.26M | Sell |
40,994
-5,740
| -12% | -$457K | 0.96% | 24 |
|
|
2021
Q4 | $3.96M | Sell |
46,734
-4,375
| -9% | -$371K | 1.1% | 22 |
|
|
2021
Q3 | $4.37M | Sell |
51,109
-8,282
| -14% | -$708K | 1.32% | 19 |
|
|
2021
Q2 | $5.1M | Sell |
59,391
-89,986
| -60% | -$7.73M | 1.6% | 19 |
|
|
2021
Q1 | $12.7M | Buy |
149,377
+38,921
| +35% | +$3.32M | 6.15% | 4 |
|
|
2020
Q4 | $9.74M | Sell |
110,456
-24,975
| -18% | -$2.2M | 3.4% | 9 |
|
|
2020
Q3 | $11.9M | Buy |
135,431
+1,205
| +0.9% | +$106K | 4.68% | 6 |
|
|
2020
Q2 | $11.9M | Sell |
134,226
-15,151
| -10% | -$1.34M | 4.89% | 6 |
|
|
2020
Q1 | $12.7M | Buy |
+149,377
| New | +$12.7M | 6.15% | 4 |
|