AOWM
Alpha Omega 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 | $355K | Buy |
+4,821
| New | +$355K | 0.06% | 166 |
|
|
2021
Q3 | – | Sell |
-2,495
| Closed | -$214K | – | 225 |
|
|
2021
Q2 | $214K | Buy |
+2,495
| New | +$214K | 0.04% | 213 |
|
|
2019
Q3 | – | Sell |
-1,300
| Closed | -$108K | – | 249 |
|
|
2019
Q2 | $108K | Sell |
1,300
-100
| -7% | -$8.31K | 0.05% | 190 |
|
|
2019
Q1 | $114K | Hold |
1,400
| – | – | 0.05% | 180 |
|
|
2018
Q4 | $111K | Hold |
1,400
| – | – | 0.06% | 168 |
|
|
2018
Q3 | $110K | Hold |
1,400
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $111K | Sell |
1,400
-1,400
| -50% | -$111K | 0.05% | 169 |
|
|
2018
Q1 | $224K | Sell |
2,800
-1,300
| -32% | -$104K | 0.11% | 114 |
|
|
2017
Q4 | $334K | Sell |
4,100
-50
| -1% | -$4.07K | 0.16% | 89 |
|
|
2017
Q3 | $340K | Sell |
4,150
-500
| -11% | -$41K | 0.17% | 94 |
|
|
2017
Q2 | $381K | Hold |
4,650
| – | – | 0.2% | 85 |
|
|
2017
Q1 | $377K | Hold |
4,650
| – | – | 0.2% | 88 |
|
|
2016
Q4 | $376K | Buy |
+4,650
| New | +$376K | 0.2% | 87 |
|