BWP
Balboa Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
5,707
-1,924
| -25% | -$142K | 0.08% | 188 |
|
|
2025
Q1 | $560K | Buy |
+7,631
| New | +$560K | 0.14% | 121 |
|
|
2024
Q4 | – | Sell |
-9,026
| Closed | -$678K | – | 348 |
|
|
2024
Q3 | $678K | Sell |
9,026
-636
| -7% | -$47.8K | 0.17% | 112 |
|
|
2024
Q2 | $696K | Buy |
9,662
+258
| +3% | +$18.6K | 0.18% | 102 |
|
|
2024
Q1 | $683K | Sell |
9,404
-355
| -4% | -$25.8K | 0.2% | 95 |
|
|
2023
Q4 | $718K | Sell |
9,759
-733
| -7% | -$53.9K | 0.24% | 81 |
|
|
2023
Q3 | $732K | Buy |
10,492
+2,083
| +25% | +$145K | 0.27% | 65 |
|
|
2023
Q2 | $611K | Buy |
8,409
+1,376
| +20% | +$100K | 0.21% | 88 |
|
|
2023
Q1 | $519K | Buy |
7,033
+172
| +3% | +$12.7K | 0.2% | 109 |
|
|
2022
Q4 | $493K | Buy |
6,861
+463
| +7% | +$33.3K | 0.22% | 109 |
|
|
2022
Q3 | $456K | Buy |
+6,398
| New | +$456K | 0.2% | 96 |
|