CWM
Cranbrook 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 | $16.6K | Hold |
226
| – | – | ﹤0.01% | 258 |
|
|
2025
Q1 | $16.6K | Hold |
226
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $16.3K | Buy |
+226
| New | +$16.3K | ﹤0.01% | 239 |
|
|
2022
Q4 | – | Sell |
-1,125
| Closed | -$80K | – | 292 |
|
|
2022
Q3 | $80K | Hold |
1,125
| – | – | 0.02% | 131 |
|
|
2022
Q2 | $85K | Hold |
1,125
| – | – | 0.02% | 134 |
|
|
2022
Q1 | $89K | Hold |
1,125
| – | – | 0.02% | 139 |
|
|
2021
Q4 | $95K | Hold |
1,125
| – | – | 0.02% | 136 |
|
|
2021
Q3 | $96K | Sell |
1,125
-123
| -10% | -$10.5K | 0.02% | 137 |
|
|
2021
Q2 | $107K | Hold |
1,248
| – | – | 0.02% | 128 |
|
|
2021
Q1 | $106K | Hold |
1,248
| – | – | 0.03% | 128 |
|
|
2020
Q4 | $110K | Hold |
1,248
| – | – | 0.03% | 121 |
|
|
2020
Q3 | $110K | Hold |
1,248
| – | – | 0.03% | 112 |
|
|
2020
Q2 | $110K | Hold |
1,248
| – | – | 0.03% | 111 |
|
|
2020
Q1 | $107K | Sell |
1,248
-245
| -16% | -$21K | 0.04% | 98 |
|
|
2019
Q4 | $125K | Buy |
1,493
+821
| +122% | +$68.7K | 0.03% | 105 |
|
|
2019
Q3 | $57K | Sell |
672
-71
| -10% | -$6.02K | 0.02% | 130 |
|
|
2019
Q2 | $62K | Hold |
743
| – | – | 0.02% | 119 |
|
|
2019
Q1 | $60K | Hold |
743
| – | – | 0.02% | 121 |
|
|
2018
Q4 | $59K | Hold |
743
| – | – | 0.02% | 117 |
|
|
2018
Q3 | $58K | Hold |
743
| – | – | 0.02% | 113 |
|
|
2018
Q2 | $59K | Hold |
743
| – | – | 0.02% | 112 |
|
|
2018
Q1 | $59K | Hold |
743
| – | – | 0.02% | 111 |
|
|
2017
Q4 | $61K | Buy |
743
+172
| +30% | +$14.1K | 0.02% | 109 |
|
|
2017
Q3 | $47K | Buy |
571
+228
| +66% | +$18.8K | 0.02% | 119 |
|
|
2017
Q2 | $28K | Sell |
343
-888
| -72% | -$72.5K | 0.01% | 144 |
|
|
2017
Q1 | $100K | Buy |
1,231
+1,011
| +460% | +$82.1K | 0.05% | 82 |
|
|
2016
Q4 | $18K | Buy |
220
+30
| +16% | +$2.46K | 0.01% | 153 |
|
|
2016
Q3 | $16K | Hold |
190
| – | – | 0.01% | 150 |
|
|
2016
Q2 | $16K | Buy |
+190
| New | +$16K | 0.01% | 134 |
|