EWM
Empirical 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 |
-5,052
| Closed | -$371K | – | 691 |
|
|
2025
Q1 | $371K | Sell |
5,052
-587
| -10% | -$43.1K | 0.01% | 462 |
|
|
2024
Q4 | $405K | Buy |
+5,639
| New | +$405K | 0.01% | 433 |
|
|
2020
Q2 | – | Sell |
-3,146
| Closed | -$268K | – | 327 |
|
|
2020
Q1 | $268K | Buy |
+3,146
| New | +$268K | 0.03% | 256 |
|
|
2017
Q1 | – | Sell |
-4,196
| Closed | -$339K | – | 130 |
|
|
2016
Q4 | $339K | Buy |
+4,196
| New | +$339K | 0.08% | 94 |
|
|
2016
Q3 | – | Sell |
-4,193
| Closed | -$353K | – | 110 |
|
|
2016
Q2 | $353K | Sell |
4,193
-475
| -10% | -$40K | 0.09% | 81 |
|
|
2016
Q1 | $387K | Buy |
4,668
+502
| +12% | +$41.6K | 0.09% | 80 |
|
|
2015
Q4 | $336K | Buy |
4,166
+27
| +0.7% | +$2.18K | 0.08% | 85 |
|
|
2015
Q3 | $339K | Buy |
4,139
+25
| +0.6% | +$2.05K | 0.08% | 87 |
|
|
2015
Q2 | $334K | Buy |
4,114
+26
| +0.6% | +$2.11K | 0.08% | 95 |
|
|
2015
Q1 | $341K | Buy |
4,088
+16
| +0.4% | +$1.34K | 0.08% | 78 |
|
|
2014
Q4 | $335K | Buy |
4,072
+43
| +1% | +$3.54K | 0.08% | 79 |
|
|
2014
Q3 | $330K | Sell |
4,029
-1,651
| -29% | -$135K | 0.08% | 79 |
|
|
2014
Q2 | $467K | Buy |
5,680
+1,703
| +43% | +$140K | 0.12% | 69 |
|
|
2014
Q1 | $323K | Sell |
3,977
-677
| -15% | -$55K | 0.09% | 77 |
|
|
2013
Q4 | $373K | Buy |
4,654
+276
| +6% | +$22.1K | 0.11% | 71 |
|
|
2013
Q3 | $354K | Buy |
4,378
+27
| +0.6% | +$2.18K | 0.11% | 71 |
|
|
2013
Q2 | $352K | Buy |
+4,351
| New | +$352K | 0.12% | 63 |
|