WOSD
WFA of San Diego’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
+60,026
| New | +$4.42M | 3.25% | 4 |
|
|
2024
Q3 | $2.61M | Buy |
34,704
+1,902
| +6% | +$143K | 2.2% | 8 |
|
|
2024
Q2 | $2.36M | Buy |
+32,802
| New | +$2.36M | 2.11% | 9 |
|
|
2023
Q3 | $1.86M | Buy |
26,697
+9,774
| +58% | +$682K | 1.93% | 10 |
|
|
2023
Q2 | $1.23M | Sell |
16,923
-7,775
| -31% | -$565K | 1.21% | 20 |
|
|
2023
Q1 | $1.82M | Buy |
24,698
+1,878
| +8% | +$139K | 1.91% | 15 |
|
|
2022
Q4 | $1.64M | Buy |
22,820
+264
| +1% | +$19K | 1.25% | 17 |
|
|
2022
Q3 | $1.61M | Buy |
22,556
+6,218
| +38% | +$444K | 1.45% | 16 |
|
|
2022
Q2 | $1.23M | Buy |
16,338
+427
| +3% | +$32.1K | 1.05% | 22 |
|
|
2022
Q1 | $1.27M | Sell |
15,911
-345
| -2% | -$27.5K | 0.96% | 26 |
|
|
2021
Q4 | $1.38M | Buy |
16,256
+258
| +2% | +$21.9K | 0.8% | 30 |
|
|
2021
Q3 | $1.37M | Buy |
15,998
+975
| +6% | +$83.3K | 0.96% | 25 |
|
|
2021
Q2 | $1.29M | Buy |
15,023
+559
| +4% | +$48K | 1% | 25 |
|
|
2021
Q1 | $1.23M | Buy |
14,464
+394
| +3% | +$33.4K | 1.02% | 25 |
|
|
2020
Q4 | $88 | Buy |
14,070
+596
| +4% | +$4 | 0.02% | 60 |
|
|
2020
Q3 | $1.19M | Buy |
13,474
+802
| +6% | +$70.7K | 1.12% | 22 |
|
|
2020
Q2 | $1.12M | Buy |
+12,672
| New | +$1.12M | 0.26% | 92 |
|