DWM
Dogwood 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 | – | Sell |
-2,210
| Closed | -$162K | – | 699 |
|
|
2025
Q1 | $162K | Hold |
2,210
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $159K | Buy |
2,210
+475
| +27% | +$34.2K | 0.08% | 91 |
|
|
2024
Q3 | $130K | Buy |
1,735
+15
| +0.9% | +$1.13K | 0.08% | 94 |
|
|
2024
Q2 | $124K | Sell |
1,720
-66,645
| -97% | -$4.8M | 0.08% | 92 |
|
|
2024
Q1 | $4.97M | Buy |
68,365
+7,893
| +13% | +$573K | 3.36% | 9 |
|
|
2023
Q4 | $4.45M | Buy |
+60,472
| New | +$4.45M | 3.48% | 7 |
|