BWP
Baldwin 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 | $482K | Sell |
6,550
-1,354
| -17% | -$99.7K | 0.03% | 146 |
|
|
2025
Q1 | $581K | Sell |
7,904
-50,667
| -87% | -$3.72M | 0.04% | 132 |
|
|
2024
Q4 | $4.21M | Sell |
58,571
-3,874
| -6% | -$279K | 0.29% | 60 |
|
|
2024
Q3 | $4.69M | Buy |
62,445
+1,112
| +2% | +$83.5K | 0.32% | 60 |
|
|
2024
Q2 | $4.42M | Sell |
61,333
-253
| -0.4% | -$18.2K | 0.34% | 61 |
|
|
2024
Q1 | $4.47M | Buy |
61,586
+579
| +0.9% | +$42.1K | 0.34% | 64 |
|
|
2023
Q4 | $4.49M | Buy |
61,007
+44,465
| +269% | +$3.27M | 0.35% | 62 |
|
|
2023
Q3 | $1.15M | Buy |
16,542
+129
| +0.8% | +$9K | 0.1% | 102 |
|
|
2023
Q2 | $1.19M | Sell |
16,413
-24,680
| -60% | -$1.79M | 0.1% | 103 |
|
|
2023
Q1 | $3.03M | Sell |
41,093
-48,405
| -54% | -$3.57M | 0.26% | 76 |
|
|
2022
Q4 | $6.43M | Buy |
89,498
+62,629
| +233% | +$4.5M | 0.58% | 55 |
|
|
2022
Q3 | $1.92M | Hold |
26,869
| – | – | 0.27% | 54 |
|
|
2022
Q2 | $2.02M | Sell |
26,869
-1,929
| -7% | -$145K | 0.26% | 54 |
|
|
2022
Q1 | $2.29M | Sell |
28,798
-34,882
| -55% | -$2.78M | 0.24% | 56 |
|
|
2021
Q4 | $5.4M | Buy |
63,680
+32,312
| +103% | +$2.74M | 0.54% | 48 |
|
|
2021
Q3 | $2.68M | Sell |
31,368
-39,634
| -56% | -$3.39M | 0.3% | 51 |
|
|
2021
Q2 | $6.1M | Sell |
71,002
-341
| -0.5% | -$29.3K | 0.67% | 43 |
|
|
2021
Q1 | $6.04M | Sell |
71,343
-566
| -0.8% | -$48K | 0.72% | 42 |
|
|
2020
Q4 | $6.34M | Buy |
71,909
+1,220
| +2% | +$108K | 0.8% | 39 |
|
|
2020
Q3 | $6.24M | Sell |
70,689
-414
| -0.6% | -$36.5K | 0.85% | 37 |
|
|
2020
Q2 | $6.28M | Buy |
71,103
+60,050
| +543% | +$5.3M | 0.92% | 32 |
|
|
2020
Q1 | $943K | Buy |
11,053
+8,126
| +278% | +$693K | 0.17% | 72 |
|
|
2019
Q4 | $245K | Buy |
2,927
+235
| +9% | +$19.7K | 0.03% | 162 |
|
|
2019
Q3 | $227K | Buy |
2,692
+1,397
| +108% | +$118K | 0.03% | 159 |
|
|
2019
Q2 | $108K | Buy |
1,295
+43
| +3% | +$3.59K | 0.02% | 238 |
|
|
2019
Q1 | $102K | Sell |
1,252
-310
| -20% | -$25.3K | 0.02% | 240 |
|
|
2018
Q4 | $124K | Hold |
1,562
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $123K | Hold |
1,562
| – | – | 0.02% | 231 |
|
|
2018
Q2 | $124K | Sell |
1,562
-2,570
| -62% | -$204K | 0.02% | 234 |
|
|
2018
Q1 | $330K | Sell |
4,132
-700
| -14% | -$55.9K | 0.05% | 159 |
|
|
2017
Q4 | $394K | Sell |
4,832
-407
| -8% | -$33.2K | 0.06% | 146 |
|
|
2017
Q3 | $429K | Sell |
5,239
-1,685
| -24% | -$138K | 0.07% | 135 |
|
|
2017
Q2 | $567K | Sell |
6,924
-25,176
| -78% | -$2.06M | 0.09% | 114 |
|
|
2017
Q1 | $2.6M | Sell |
32,100
-31,785
| -50% | -$2.58M | 0.43% | 49 |
|
|
2016
Q4 | $5.16M | Sell |
63,885
-10,394
| -14% | -$840K | 0.93% | 36 |
|
|
2016
Q3 | $6.25M | Sell |
74,279
-3,470
| -4% | -$292K | 1.13% | 33 |
|
|
2016
Q2 | $6.55M | Buy |
77,749
+4,040
| +5% | +$341K | 1.35% | 29 |
|
|
2016
Q1 | $6.1M | Buy |
+73,709
| New | +$6.1M | 1.1% | 30 |
|