WAG
Wiser Advisor Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
29,569
-1,094
| -4% | -$80.6K | 3.78% | 8 |
|
|
2025
Q1 | $2.25M | Sell |
30,663
-1,886
| -6% | -$139K | 3.33% | 6 |
|
|
2024
Q4 | $2.34M | Sell |
32,549
-183
| -0.6% | -$13.2K | 3.4% | 7 |
|
|
2024
Q3 | $2.46M | Sell |
32,732
-988
| -3% | -$74.2K | 3.67% | 4 |
|
|
2024
Q2 | $2.43M | Sell |
33,720
-6,622
| -16% | -$477K | 3.82% | 4 |
|
|
2024
Q1 | $2.93M | Sell |
40,342
-1,787
| -4% | -$130K | 4.59% | 4 |
|
|
2023
Q4 | $3.1M | Buy |
+42,129
| New | +$3.1M | 5.15% | 4 |
|