DWS
Discipline Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
7,888
+3,991
| +102% | +$294K | 0.22% | 54 |
|
|
2025
Q1 | $286K | Sell |
3,897
-1,451
| -27% | -$107K | 0.14% | 64 |
|
|
2024
Q4 | $385K | Sell |
5,348
-775
| -13% | -$55.7K | 0.18% | 56 |
|
|
2024
Q3 | $460K | Sell |
6,123
-1,594
| -21% | -$120K | 0.24% | 47 |
|
|
2024
Q2 | $556K | Buy |
7,717
+160
| +2% | +$11.5K | 0.44% | 16 |
|
|
2024
Q1 | $543K | Sell |
7,557
-17,871
| -70% | -$1.29M | 0.5% | 13 |
|
|
2023
Q4 | $1.86M | Buy |
+25,428
| New | +$1.86M | 1.85% | 11 |
|