DW30
Drucker Wealth 3.0’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Sell |
394,671
-13,103
| -3% | -$958K | 5.57% | 2 |
|
|
2025
Q1 | $30M | Buy |
407,774
+183,867
| +82% | +$13.5M | 6.59% | 2 |
|
|
2024
Q4 | $16.1M | Buy |
223,907
+66,061
| +42% | +$4.75M | 3.71% | 5 |
|
|
2024
Q3 | $11.9M | Buy |
157,846
+22,689
| +17% | +$1.7M | 2.85% | 6 |
|
|
2024
Q2 | $9.74M | Buy |
+135,157
| New | +$9.74M | 2.59% | 8 |
|