AWM
Activest Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Buy |
643
+4
| +0.6% | +$294 | 0.01% | 219 |
|
|
2025
Q1 | $46.9K | Sell |
639
-105
| -14% | -$7.71K | 0.01% | 200 |
|
|
2024
Q4 | $53.5K | Buy |
744
+5
| +0.7% | +$359 | 0.02% | 167 |
|
|
2024
Q3 | $55.5K | Buy |
739
+110
| +17% | +$8.27K | 0.02% | 162 |
|
|
2024
Q2 | $45.3K | Sell |
629
-1,250
| -67% | -$90.1K | 0.01% | 178 |
|
|
2024
Q1 | $136K | Buy |
+1,879
| New | +$136K | 0.07% | 70 |
|
|
2023
Q4 | – | Sell |
-1,847
| Closed | -$129K | – | 348 |
|
|
2023
Q3 | $129K | Buy |
+1,847
| New | +$129K | 0.08% | 52 |
|
|
2023
Q2 | – | Sell |
-1,819
| Closed | -$134K | – | 302 |
|
|
2023
Q1 | $134K | Buy |
+1,819
| New | +$134K | 0.09% | 49 |
|
|
2022
Q3 | – | Sell |
-1,307
| Closed | -$98K | – | 454 |
|
|
2022
Q2 | $98K | Buy |
+1,307
| New | +$98K | 0.07% | 65 |
|
|
2021
Q4 | – | Sell |
-64
| Closed | -$5K | – | 329 |
|
|
2021
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 279 |
|
|
2021
Q2 | $5K | Sell |
64
-585
| -90% | -$45.7K | ﹤0.01% | 256 |
|
|
2021
Q1 | $55K | Buy |
+649
| New | +$55K | 0.05% | 93 |
|