BSWM
Boston Standard 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 | $62.9M | Buy |
854,729
+129,054
| +18% | +$9.5M | 11.34% | 2 |
|
|
2025
Q1 | $52.3M | Sell |
725,675
-90,626
| -11% | -$6.53M | 11.49% | 2 |
|
|
2024
Q4 | $58.7M | Buy |
816,301
+44,253
| +6% | +$3.18M | 11.41% | 2 |
|
|
2024
Q3 | $58M | Buy |
772,048
+46,373
| +6% | +$3.48M | 11.29% | 2 |
|
|
2024
Q2 | $52.3M | Buy |
725,675
+44,685
| +7% | +$3.22M | 11.49% | 2 |
|
|
2024
Q1 | $49.5M | Buy |
680,990
+77,924
| +13% | +$5.66M | 11.2% | 2 |
|
|
2023
Q4 | $42.1M | Hold |
603,066
| – | – | 11.11% | 2 |
|
|
2023
Q3 | $42.1M | Buy |
603,066
+26,245
| +5% | +$1.83M | 11.11% | 2 |
|
|
2023
Q2 | $41.9M | Buy |
576,821
+54,552
| +10% | +$3.97M | 10.72% | 2 |
|
|
2023
Q1 | $38.6M | Sell |
522,269
-4,753
| -0.9% | -$351K | 11.07% | 2 |
|
|
2022
Q4 | $37.9M | Buy |
527,022
+39,982
| +8% | +$2.87M | 11.23% | 2 |
|
|
2022
Q3 | $34.7M | Buy |
487,040
+23,587
| +5% | +$1.68M | 11.67% | 2 |
|
|
2022
Q2 | $35.1M | Buy |
463,453
+460,441
| +15,287% | +$34.9M | 11.29% | 2 |
|
|
2022
Q1 | $240K | Buy |
3,012
+112
| +4% | +$8.92K | 0.07% | 38 |
|
|
2021
Q4 | $246K | Sell |
2,900
-312
| -10% | -$26.5K | 0.07% | 37 |
|
|
2021
Q3 | $274K | Buy |
+3,212
| New | +$274K | 0.08% | 37 |
|
|
2019
Q1 | – | Sell |
-3,358
| Closed | -$266K | – | 33 |
|
|
2018
Q4 | $266K | Sell |
3,358
-383
| -10% | -$30.3K | 0.16% | 28 |
|
|
2018
Q3 | $294K | Buy |
+3,741
| New | +$294K | 0.16% | 27 |
|
|
2018
Q1 | $2.19M | Sell |
27,338
-5,294
| -16% | -$423K | 1.37% | 15 |
|
|
2017
Q4 | $2.66M | Sell |
32,632
-193,347
| -86% | -$15.8M | 1.69% | 14 |
|
|
2017
Q3 | $18.5M | Buy |
225,979
+11,345
| +5% | +$930K | 12.38% | 3 |
|
|
2017
Q2 | $17.5M | Buy |
214,634
+17,048
| +9% | +$1.39M | 12.17% | 3 |
|
|
2017
Q1 | $16M | Buy |
197,586
+20,600
| +12% | +$1.67M | 12.29% | 3 |
|
|
2016
Q4 | $14.3M | Buy |
176,986
+7,310
| +4% | +$591K | 11.32% | 3 |
|
|
2016
Q3 | $14.3M | Buy |
169,676
+8,556
| +5% | +$720K | 11.55% | 3 |
|
|
2016
Q2 | $13.6M | Buy |
161,120
+11,734
| +8% | +$989K | 11.82% | 3 |
|
|
2016
Q1 | $12.3M | Buy |
149,386
+9,279
| +7% | +$767K | 11.32% | 3 |
|
|
2015
Q4 | $11.3M | Buy |
140,107
+2,170
| +2% | +$175K | 11.15% | 3 |
|
|
2015
Q3 | $11.3M | Buy |
137,937
+6,800
| +5% | +$556K | 11.24% | 3 |
|
|
2015
Q2 | $10.7M | Buy |
131,137
+13,888
| +12% | +$1.13M | 9.98% | 3 |
|
|
2015
Q1 | $9.78M | Buy |
117,249
+16,574
| +16% | +$1.38M | 9.13% | 3 |
|
|
2014
Q4 | $8.41M | Buy |
+100,675
| New | +$8.41M | 8.32% | 3 |
|