BWM
Benchmark 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 | $25.7M | Buy |
348,745
+1,210
| +0.3% | +$89.1K | 11.41% | 2 |
|
|
2025
Q1 | $25.5M | Sell |
347,535
-5,107
| -1% | -$375K | 12.35% | 2 |
|
|
2024
Q4 | $25.4M | Buy |
352,642
+7,118
| +2% | +$512K | 12.48% | 2 |
|
|
2024
Q3 | $26M | Buy |
345,524
+15,682
| +5% | +$1.18M | 12.82% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
329,842
+12,274
| +4% | +$884K | 12.66% | 3 |
|
|
2024
Q1 | $23.1M | Buy |
317,568
+22,917
| +8% | +$1.66M | 12.57% | 3 |
|
|
2023
Q4 | $21.7M | Buy |
294,651
+10,676
| +4% | +$785K | 12.81% | 3 |
|
|
2023
Q3 | $19.8M | Buy |
283,975
+19,039
| +7% | +$1.33M | 12.65% | 3 |
|
|
2023
Q2 | $19.3M | Buy |
264,936
+13,831
| +6% | +$1.01M | 11.62% | 3 |
|
|
2023
Q1 | $18.5M | Buy |
251,105
+39,608
| +19% | +$2.92M | 11.8% | 3 |
|
|
2022
Q4 | $15.2M | Sell |
211,497
-4,392
| -2% | -$316K | 10.94% | 3 |
|
|
2022
Q3 | $15.4M | Sell |
215,889
-12,298
| -5% | -$877K | 12.07% | 3 |
|
|
2022
Q2 | $17.2M | Buy |
228,187
+10,201
| +5% | +$768K | 12.64% | 3 |
|
|
2022
Q1 | $17.3M | Sell |
217,986
-35
| -0% | -$2.78K | 11.66% | 3 |
|
|
2021
Q4 | $18.5M | Sell |
218,021
-5,752
| -3% | -$487K | 11.94% | 3 |
|
|
2021
Q3 | $19.1M | Sell |
223,773
-5,944
| -3% | -$508K | 13.44% | 3 |
|
|
2021
Q2 | $19.7M | Buy |
229,717
+4,123
| +2% | +$354K | 13.55% | 3 |
|
|
2021
Q1 | $19.1M | Buy |
225,594
+37,195
| +20% | +$3.15M | 14.18% | 3 |
|
|
2020
Q4 | $16.6M | Buy |
188,399
+33,016
| +21% | +$2.91M | 12.6% | 4 |
|
|
2020
Q3 | $13.7M | Buy |
155,383
+17,692
| +13% | +$1.56M | 10.82% | 4 |
|
|
2020
Q2 | $12.2M | Buy |
137,691
+8,686
| +7% | +$767K | 10.37% | 4 |
|
|
2020
Q1 | $11M | Buy |
129,005
+5,991
| +5% | +$511K | 11.03% | 4 |
|
|
2019
Q4 | $10.3M | Buy |
+123,014
| New | +$10.3M | 8.9% | 4 |
|