BWM
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BCGM 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
$1.11M Buy
15,010
+159
+1% +$11.7K 0.31% 73
2025
Q1
$1.09M Buy
14,851
+866
+6% +$63.6K 0.34% 70
2024
Q4
$1.01M Sell
13,985
-2,954
-17% -$212K 0.32% 70
2024
Q3
$1.27M Sell
16,939
-14
-0.1% -$1.05K 0.41% 59
2024
Q2
$1.22M Buy
16,953
+532
+3% +$38.3K 0.42% 59
2024
Q1
$1.19M Buy
16,421
+827
+5% +$60.1K 0.43% 58
2023
Q4
$1.15M Buy
15,594
+300
+2% +$22.1K 0.47% 53
2023
Q3
$1.07M Buy
15,294
+29
+0.2% +$2.02K 0.49% 48
2023
Q2
$1.11M Buy
15,265
+1,247
+9% +$90.6K 0.49% 46
2023
Q1
$1.03M Buy
+14,018
New +$1.03M 0.52% 46
2022
Q1
Sell
-2,462
Closed -$209K 108
2021
Q4
$209K Buy
2,462
+92
+4% +$7.81K 0.11% 103
2021
Q3
$202K Buy
2,370
+1
+0% +$85 0.11% 100
2021
Q2
$206K Sell
2,369
-86
-4% -$7.48K 0.12% 95
2021
Q1
$209K Buy
+2,455
New +$209K 0.14% 93