CWM
Collaborative 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 | $397K | Sell |
5,391
-419
| -7% | -$30.9K | 0.17% | 115 |
|
|
2025
Q1 | $427K | Sell |
5,810
-1,486
| -20% | -$109K | 0.2% | 102 |
|
|
2024
Q4 | $525K | Sell |
7,296
-5,526
| -43% | -$397K | 0.24% | 89 |
|
|
2024
Q3 | $963K | Sell |
12,822
-1,100
| -8% | -$82.6K | 0.44% | 49 |
|
|
2024
Q2 | $1M | Sell |
13,922
-15
| -0.1% | -$1.08K | 0.49% | 45 |
|
|
2024
Q1 | $1.01M | Sell |
13,937
-1,200
| -8% | -$87.2K | 0.51% | 48 |
|
|
2023
Q4 | $1.11M | Sell |
15,137
-35
| -0.2% | -$2.57K | 0.6% | 41 |
|
|
2023
Q3 | $1.06M | Sell |
15,172
-1,384
| -8% | -$96.6K | 0.63% | 38 |
|
|
2023
Q2 | $1.2M | Sell |
16,556
-2,014
| -11% | -$146K | 0.72% | 34 |
|
|
2023
Q1 | $1.37M | Sell |
18,570
-2,942
| -14% | -$217K | 0.86% | 32 |
|
|
2022
Q4 | $1.55M | Sell |
21,512
-864
| -4% | -$62.1K | 1.02% | 34 |
|
|
2022
Q3 | $1.6M | Sell |
22,376
-1,288
| -5% | -$91.9K | 1.13% | 27 |
|
|
2022
Q2 | $1.78M | Buy |
+23,664
| New | +$1.78M | 1.17% | 23 |
|
|
2021
Q4 | $2.19M | Buy |
+25,826
| New | +$2.19M | 1.2% | 18 |
|
|
2021
Q1 | $2.02M | Buy |
+25,387
| New | +$2.02M | 1.16% | 21 |
|