CWP
Cyndeo Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
10,738
-1
| -0% | -$74 | 0.05% | 256 |
|
|
2025
Q1 | $789K | Sell |
10,739
-170
| -2% | -$12.5K | 0.05% | 244 |
|
|
2024
Q4 | $784K | Buy |
10,909
+1
| +0% | +$72 | 0.05% | 243 |
|
|
2024
Q3 | $819K | Sell |
10,908
-565
| -5% | -$42.4K | 0.06% | 238 |
|
|
2024
Q2 | $827K | Buy |
11,473
+2,800
| +32% | +$202K | 0.06% | 226 |
|
|
2024
Q1 | $630K | Sell |
8,673
-20,969
| -71% | -$1.52M | 0.05% | 241 |
|
|
2023
Q4 | $2.18M | Buy |
29,642
+22,236
| +300% | +$1.64M | 0.2% | 129 |
|
|
2023
Q3 | $517K | Buy |
7,406
+47
| +0.6% | +$3.28K | 0.05% | 222 |
|
|
2023
Q2 | $535K | Sell |
7,359
-12,862
| -64% | -$935K | 0.06% | 215 |
|
|
2023
Q1 | $1.49M | Sell |
20,221
-538,931
| -96% | -$39.8M | 0.16% | 148 |
|
|
2022
Q4 | $40.2M | Buy |
+559,152
| New | +$40.2M | 4.72% | 1 |
|