CWM
Congress 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 | $72.5M | Buy |
984,103
+941,998
| +2,237% | +$69.4M | 0.7% | 19 |
|
|
2025
Q1 | $3.09M | Buy |
42,105
+4,029
| +11% | +$296K | 0.04% | 407 |
|
|
2024
Q4 | $2.74M | Sell |
38,076
-3,090
| -8% | -$222K | 0.04% | 364 |
|
|
2024
Q3 | $3.09M | Buy |
41,166
+9,777
| +31% | +$734K | 0.04% | 364 |
|
|
2024
Q2 | $2.26M | Sell |
31,389
-1,003
| -3% | -$72.3K | 0.04% | 338 |
|
|
2024
Q1 | $2.35M | Buy |
32,392
+603
| +2% | +$43.8K | 0.04% | 298 |
|
|
2023
Q4 | $2.34M | Buy |
31,789
+1,687
| +6% | +$124K | 0.04% | 298 |
|
|
2023
Q3 | $2.1M | Buy |
+30,102
| New | +$2.1M | 0.04% | 297 |
|
|
2023
Q2 | – | Sell |
-5,483
| Closed | -$405K | – | 557 |
|
|
2023
Q1 | $405K | Sell |
5,483
-53
| -1% | -$3.91K | 0.01% | 442 |
|
|
2022
Q4 | $398K | Sell |
5,536
-1,446
| -21% | -$104K | 0.01% | 436 |
|
|
2022
Q3 | $497K | Buy |
6,982
+134
| +2% | +$9.54K | 0.01% | 406 |
|
|
2022
Q2 | $516K | Sell |
6,848
-57
| -0.8% | -$4.3K | 0.01% | 403 |
|
|
2022
Q1 | $549K | Sell |
6,905
-158
| -2% | -$12.6K | 0.01% | 434 |
|
|
2021
Q4 | $599K | Buy |
+7,063
| New | +$599K | 0.01% | 440 |
|