DWM
Darwin 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 | $68.1K | Sell |
924
-249
| -21% | -$18.3K | 0.02% | 187 |
|
|
2025
Q1 | $84.4K | Hold |
1,173
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $84.4K | Sell |
1,173
-1,337
| -53% | -$96.2K | 0.03% | 190 |
|
|
2024
Q3 | $189K | Buy |
+2,510
| New | +$189K | 0.05% | 147 |
|
|
2024
Q2 | – | Sell |
-2,879
| Closed | -$209K | – | 88 |
|
|
2024
Q1 | $209K | Sell |
2,879
-424
| -13% | -$30.8K | 0.06% | 133 |
|
|
2023
Q4 | $243K | Buy |
3,303
+306
| +10% | +$22.5K | 0.07% | 131 |
|
|
2023
Q3 | $209K | Sell |
2,997
-935
| -24% | -$65.3K | 0.06% | 142 |
|
|
2023
Q2 | $283K | Sell |
3,932
-2,965
| -43% | -$213K | 0.07% | 115 |
|
|
2023
Q1 | $505K | Sell |
6,897
-1,466
| -18% | -$107K | 0.14% | 97 |
|
|
2022
Q4 | $619K | Sell |
8,363
-1,703
| -17% | -$126K | 0.16% | 95 |
|
|
2022
Q3 | $707K | Sell |
10,066
-4,077
| -29% | -$286K | 0.18% | 90 |
|
|
2022
Q2 | $1.08M | Sell |
14,143
-51,598
| -78% | -$3.94M | 0.22% | 84 |
|
|
2022
Q1 | $5.23M | Buy |
65,741
+35,394
| +117% | +$2.82M | 0.86% | 31 |
|
|
2021
Q4 | $2.52M | Sell |
30,347
-4,642
| -13% | -$386K | 0.4% | 54 |
|
|
2021
Q3 | $2.99M | Buy |
34,989
+4,303
| +14% | +$368K | 0.48% | 46 |
|
|
2021
Q2 | $2.64M | Sell |
30,686
-19,820
| -39% | -$1.7M | 0.43% | 52 |
|
|
2021
Q1 | $4.28M | Buy |
50,506
+24,169
| +92% | +$2.05M | 0.75% | 35 |
|
|
2020
Q4 | $2.32M | Sell |
26,337
-11,246
| -30% | -$992K | 0.44% | 63 |
|
|
2020
Q3 | $3.32M | Sell |
37,583
-14,269
| -28% | -$1.26M | 0.72% | 35 |
|
|
2020
Q2 | $4.58M | Sell |
51,852
-13,151
| -20% | -$1.16M | 1.17% | 27 |
|
|
2020
Q1 | $5.55M | Buy |
65,003
+2,617
| +4% | +$223K | 1.76% | 18 |
|
|
2019
Q4 | $5.23M | Buy |
62,386
+3,727
| +6% | +$313K | 1.39% | 24 |
|
|
2019
Q3 | $4.95M | Sell |
58,659
-9
| -0% | -$760 | 1.47% | 21 |
|
|
2019
Q2 | $4.87M | Buy |
58,668
+2,062
| +4% | +$171K | 1.51% | 20 |
|
|
2019
Q1 | $4.6M | Buy |
56,606
+4,904
| +9% | +$398K | 1.51% | 20 |
|
|
2018
Q4 | $4.1M | Sell |
51,702
-892
| -2% | -$70.7K | 2.86% | 10 |
|
|
2018
Q3 | $4.1M | Buy |
52,594
+6,632
| +14% | +$517K | 2.3% | 11 |
|
|
2018
Q2 | $3.62M | Buy |
45,962
+2,222
| +5% | +$175K | 2.35% | 10 |
|
|
2018
Q1 | $3.5M | Buy |
43,740
+747
| +2% | +$59.7K | 2.53% | 11 |
|
|
2017
Q4 | $3.51M | Buy |
42,993
+6,603
| +18% | +$539K | 1.5% | 19 |
|
|
2017
Q3 | $2.98M | Buy |
36,390
+4,907
| +16% | +$402K | 2.89% | 9 |
|
|
2017
Q2 | $2.58M | Buy |
31,483
+2,269
| +8% | +$186K | 1.42% | 19 |
|
|
2017
Q1 | $2.37M | Buy |
29,214
+2,718
| +10% | +$220K | 1.37% | 17 |
|
|
2016
Q4 | $2.14M | Sell |
26,496
-8,147
| -24% | -$658K | 1.44% | 16 |
|
|
2016
Q3 | $2.92M | Buy |
34,643
+2,456
| +8% | +$207K | 2.25% | 14 |
|
|
2016
Q2 | $2.71M | Buy |
+32,187
| New | +$2.71M | 2.32% | 10 |
|