WA
WFG Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.22M | Sell |
27,111
-48,233
| -64% | -$3.95M | 0.5% | 44 |
|
|
2017
Q1 | $6.11M | Buy |
75,344
+59,983
| +390% | +$4.86M | 1.63% | 2 |
|
|
2016
Q4 | $1.24M | Sell |
15,361
-316
| -2% | -$25.5K | 0.3% | 86 |
|
|
2016
Q3 | $1.32M | Buy |
15,677
+2,358
| +18% | +$198K | 0.33% | 81 |
|
|
2016
Q2 | $1.12M | Buy |
13,319
+2,287
| +21% | +$193K | 0.3% | 87 |
|
|
2016
Q1 | $913K | Buy |
11,032
+7,165
| +185% | +$593K | 0.26% | 91 |
|
|
2015
Q4 | $312K | Sell |
3,867
-1,512
| -28% | -$122K | 0.09% | 217 |
|
|
2015
Q3 | $441K | Buy |
5,379
+5
| +0.1% | +$410 | 0.14% | 167 |
|
|
2015
Q2 | $437K | Buy |
5,374
+3,055
| +132% | +$248K | 0.12% | 187 |
|
|
2015
Q1 | $193K | Buy |
2,319
+124
| +6% | +$10.3K | 0.05% | 361 |
|
|
2014
Q4 | $181K | Sell |
2,195
-529
| -19% | -$43.6K | 0.04% | 458 |
|
|
2014
Q3 | $223K | Sell |
2,724
-639
| -19% | -$52.3K | 0.04% | 422 |
|
|
2014
Q2 | $276K | Sell |
3,363
-496
| -13% | -$40.7K | 0.05% | 374 |
|
|
2014
Q1 | $313K | Buy |
3,859
+109
| +3% | +$8.84K | 0.06% | 343 |
|
|
2013
Q4 | $300K | Sell |
3,750
-1,261
| -25% | -$101K | 0.04% | 426 |
|
|
2013
Q3 | $405K | Sell |
5,011
-2,868
| -36% | -$232K | 0.06% | 324 |
|
|
2013
Q2 | $637K | Buy |
+7,879
| New | +$637K | 0.11% | 221 |
|