DWMS
Dominguez Wealth Management Solutions’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,630
| Closed | -$253K | – | 58 |
|
|
2023
Q3 | $253K | Sell |
3,630
-13
| -0.4% | -$907 | 0.23% | 51 |
|
|
2023
Q2 | $265K | Sell |
3,643
-710
| -16% | -$51.6K | 0.23% | 51 |
|
|
2023
Q1 | $321K | Sell |
4,353
-28
| -0.6% | -$2.07K | 0.29% | 48 |
|
|
2022
Q4 | $315K | Buy |
+4,381
| New | +$315K | 0.31% | 46 |
|