BWM
Birchcreek Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,391
| Closed | -$313K | – | 123 |
|
|
2022
Q3 | $313K | Hold |
4,391
| – | – | 0.29% | 81 |
|
|
2022
Q2 | $330K | Sell |
4,391
-16
| -0.4% | -$1.2K | 0.3% | 76 |
|
|
2022
Q1 | $351K | Buy |
4,407
+43
| +1% | +$3.43K | 0.31% | 73 |
|
|
2021
Q4 | $370K | Buy |
4,364
+101
| +2% | +$8.56K | 0.32% | 71 |
|
|
2021
Q3 | $364K | Buy |
4,263
+83
| +2% | +$7.09K | 0.34% | 69 |
|
|
2021
Q2 | $359K | Buy |
4,180
+635
| +18% | +$54.5K | 0.35% | 67 |
|
|
2021
Q1 | $300K | Sell |
3,545
-795
| -18% | -$67.3K | 0.32% | 75 |
|
|
2020
Q4 | $382K | Buy |
+4,340
| New | +$382K | 0.37% | 62 |
|