WFA
West 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 | $60.9M | Sell |
827,589
-41,426
| -5% | -$3.05M | 10.6% | 4 |
|
|
2025
Q1 | $63.8M | Buy |
869,015
+11,471
| +1% | +$843K | 12.13% | 2 |
|
|
2024
Q4 | $61.7M | Buy |
857,544
+136,691
| +19% | +$9.83M | 11.89% | 3 |
|
|
2024
Q3 | $54.1M | Buy |
720,853
+38,259
| +6% | +$2.87M | 10.44% | 2 |
|
|
2024
Q2 | $49.2M | Buy |
682,594
+35,018
| +5% | +$2.52M | 10.21% | 2 |
|
|
2024
Q1 | $47M | Buy |
647,576
+26,918
| +4% | +$1.96M | 10.09% | 2 |
|
|
2023
Q4 | $45.6M | Buy |
620,658
+48,146
| +8% | +$3.54M | 10.41% | 2 |
|
|
2023
Q3 | $39.9M | Buy |
572,512
+25,296
| +5% | +$1.77M | 10.02% | 3 |
|
|
2023
Q2 | $39.8M | Buy |
547,216
+37,351
| +7% | +$2.72M | 9.79% | 2 |
|
|
2023
Q1 | $37.6M | Buy |
509,865
+9,518
| +2% | +$703K | 9.85% | 2 |
|
|
2022
Q4 | $35.9M | Buy |
500,347
+44,335
| +10% | +$3.19M | 10.03% | 2 |
|
|
2022
Q3 | $32.5M | Buy |
456,012
+43,293
| +10% | +$3.09M | 9.75% | 4 |
|
|
2022
Q2 | $31.1M | Sell |
412,719
-4,071
| -1% | -$306K | 9.03% | 3 |
|
|
2022
Q1 | $33.2M | Buy |
416,790
+14,415
| +4% | +$1.15M | 8.72% | 3 |
|
|
2021
Q4 | $34.1M | Sell |
402,375
-47,603
| -11% | -$4.03M | 9.15% | 3 |
|
|
2021
Q3 | $38.5M | Buy |
449,978
+25,511
| +6% | +$2.18M | 11.26% | 2 |
|
|
2021
Q2 | $36.5M | Buy |
424,467
+41,660
| +11% | +$3.58M | 11.14% | 4 |
|
|
2021
Q1 | $32.4M | Buy |
382,807
+6,469
| +2% | +$548K | 10.87% | 3 |
|
|
2020
Q4 | $33.2M | Buy |
+376,338
| New | +$33.2M | 11.76% | 3 |
|