DWMG
DB Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $23.2K | Buy |
315
+158
| +101% | +$11.6K | 0.01% | 220 |
|
|
2023
Q3 | $11K | Buy |
157
+144
| +1,108% | +$10K | 0.01% | 271 |
|
|
2023
Q2 | $945 | Hold |
13
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $960 | Hold |
13
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $934 | Buy |
+13
| New | +$934 | ﹤0.01% | 336 |
|
|
2022
Q2 | – | Sell |
-124
| Closed | -$10K | – | 295 |
|
|
2022
Q1 | $10K | Hold |
124
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $11K | Hold |
124
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $11K | Hold |
124
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $11K | Sell |
124
-606
| -83% | -$53.8K | 0.01% | 260 |
|
|
2021
Q1 | $62K | Sell |
730
-702
| -49% | -$59.6K | 0.04% | 145 |
|
|
2020
Q4 | $126K | Buy |
+1,432
| New | +$126K | 0.09% | 102 |
|