CHJWM
Carlton Hofferkamp & Jenks 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 | $262K | Sell |
3,580
-220
| -6% | -$16.1K | 0.1% | 124 |
|
|
2025
Q1 | $277K | Sell |
3,800
-50
| -1% | -$3.64K | 0.11% | 115 |
|
|
2024
Q4 | $280K | Buy |
3,850
+280
| +8% | +$20.3K | 0.1% | 122 |
|
|
2024
Q3 | $260K | Hold |
3,570
| – | – | 0.1% | 127 |
|
|
2024
Q2 | $261K | Sell |
3,570
-185
| -5% | -$13.5K | 0.1% | 122 |
|
|
2024
Q1 | $265K | Sell |
3,755
-1,278
| -25% | -$90.2K | 0.11% | 115 |
|
|
2023
Q4 | $365K | Sell |
5,033
-100
| -2% | -$7.25K | 0.15% | 100 |
|
|
2023
Q3 | $350K | Hold |
5,133
| – | – | 0.16% | 100 |
|
|
2023
Q2 | $368K | Sell |
5,133
-65
| -1% | -$4.66K | 0.16% | 100 |
|
|
2023
Q1 | $384K | Sell |
5,198
-300
| -5% | -$22.1K | 0.18% | 98 |
|
|
2022
Q4 | $407K | Sell |
5,498
-545
| -9% | -$40.4K | 0.18% | 94 |
|
|
2022
Q3 | $420K | Hold |
6,043
| – | – | 0.2% | 95 |
|
|
2022
Q2 | $453K | Sell |
6,043
-660
| -10% | -$49.5K | 0.21% | 93 |
|
|
2022
Q1 | $520K | Hold |
6,703
| – | – | 0.21% | 91 |
|
|
2021
Q4 | $557K | Sell |
6,703
-1,125
| -14% | -$93.5K | 0.23% | 89 |
|
|
2021
Q3 | $670K | Buy |
7,828
+100
| +1% | +$8.56K | 0.27% | 83 |
|
|
2021
Q2 | $667K | Buy |
7,728
+1,035
| +15% | +$89.3K | 0.29% | 82 |
|
|
2021
Q1 | $570K | Buy |
6,693
+890
| +15% | +$75.8K | 0.25% | 84 |
|
|
2020
Q4 | $508K | Buy |
5,803
+1,670
| +40% | +$146K | 0.25% | 82 |
|
|
2020
Q3 | $362K | Buy |
4,133
+1,178
| +40% | +$103K | 0.19% | 91 |
|
|
2020
Q2 | $264K | Buy |
+2,955
| New | +$264K | 0.15% | 91 |
|