AWM
Axxcess 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 | $21.1M | Sell |
286,266
-4,668
| -2% | -$344K | 0.49% | 39 |
|
|
2025
Q1 | $21.4M | Sell |
290,934
-10,676
| -4% | -$784K | 0.57% | 36 |
|
|
2024
Q4 | $21.7M | Sell |
301,610
-4,683
| -2% | -$337K | 0.52% | 40 |
|
|
2024
Q3 | $23M | Buy |
306,293
+4,789
| +2% | +$360K | 0.56% | 37 |
|
|
2024
Q2 | $21.7M | Buy |
301,504
+4,802
| +2% | +$346K | 0.57% | 35 |
|
|
2024
Q1 | $21.5M | Buy |
296,702
+127,088
| +75% | +$9.23M | 0.59% | 31 |
|
|
2023
Q4 | $12.5M | Sell |
169,614
-211,514
| -55% | -$15.6M | 0.36% | 56 |
|
|
2023
Q3 | $26.6M | Buy |
+381,128
| New | +$26.6M | 0.91% | 23 |
|
|
2022
Q4 | – | Sell |
-3,528
| Closed | -$252K | – | 615 |
|
|
2022
Q3 | $252K | Sell |
3,528
-167
| -5% | -$11.9K | 0.02% | 441 |
|
|
2022
Q2 | $278K | Buy |
+3,695
| New | +$278K | 0.03% | 410 |
|
|
2022
Q1 | – | Sell |
-5,123
| Closed | -$434K | – | 632 |
|
|
2021
Q4 | $434K | Buy |
+5,123
| New | +$434K | 0.03% | 384 |
|