DWM
Diversify 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 | $7.78M | Sell |
105,833
-23,051
| -18% | -$1.69M | 0.48% | 43 |
|
|
2025
Q1 | $9.48M | Sell |
128,884
-22,929
| -15% | -$1.69M | 0.7% | 24 |
|
|
2024
Q4 | $10.8M | Sell |
151,813
-5,121
| -3% | -$365K | 0.84% | 20 |
|
|
2024
Q3 | $11.5M | Buy |
156,934
+11,901
| +8% | +$871K | 1.11% | 17 |
|
|
2024
Q2 | $10.8M | Buy |
+145,033
| New | +$10.8M | 1.34% | 13 |
|