DWS
Dynamic Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
171,209
+49,775
| +41% | +$3.66M | 9.08% | 2 |
|
|
2025
Q1 | $8.92M | Buy |
121,434
+912
| +0.8% | +$67K | 7.42% | 3 |
|
|
2024
Q4 | $8.67M | Buy |
120,522
+7,589
| +7% | +$546K | 7.71% | 3 |
|
|
2024
Q3 | $8.48M | Buy |
112,933
+2,054
| +2% | +$154K | 6.92% | 3 |
|
|
2024
Q2 | $7.99M | Sell |
110,879
-44
| -0% | -$3.17K | 6.87% | 3 |
|
|
2024
Q1 | $8.06M | Buy |
110,923
+1,114
| +1% | +$80.9K | 6.88% | 3 |
|
|
2023
Q4 | $8.08M | Buy |
+109,809
| New | +$8.08M | 7.44% | 2 |
|