Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $570K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $264K | Buy |
|