Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in VANGUARD TOTAL (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 28,211 | +524 | +1.9% | 2.39% | $2.1M | $73.60 |
| 2025 Q3 | REDUCED | 27,687 | -1,882 | -6.4% | 2.56% | $2.1M | $72.95 |
| 2025 Q2 | REDUCED | 29,569 | -1,094 | -3.6% | 3.78% | $2.2M | $71.51 |
| 2025 Q1 | REDUCED | 30,663 | -1,886 | -5.8% | 3.33% | $2.3M | $70.64 |
| 2024 Q4 | REDUCED | 32,549 | -183 | -0.6% | 3.40% | $2.3M | $68.73 |
| 2024 Q3 | REDUCED | 32,732 | -988 | -2.9% | 3.67% | $2.5M | $70.91 |
| 2024 Q2 | REDUCED | 33,720 | -6,622 | -16.4% | 3.82% | $2.4M | $67.40 |
| 2024 Q1 | REDUCED | 40,342 | -1,787 | -4.2% | 4.59% | $2.9M | $67.33 |
| 2023 Q4 | INITIATED | 42,129 | — | — | 5.15% | $3.1M | — |
As of 2025 Q4 — sorted by position size