BWM
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 |
|