EE
EWG Elevate’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
7,118
+2,334
| +49% | +$172K | 0.16% | 91 |
|
|
2025
Q1 | $351K | Buy |
+4,784
| New | +$351K | 0.13% | 90 |
|
|
2024
Q4 | – | Sell |
-182,621
| Closed | -$13.7M | – | 151 |
|
|
2024
Q3 | $13.7M | Buy |
+182,621
| New | +$13.7M | 5.51% | 4 |
|
|
2024
Q2 | – | Sell |
-55,999
| Closed | -$4.07M | – | 136 |
|
|
2024
Q1 | $4.07M | Buy |
+55,999
| New | +$4.07M | 1.55% | 22 |
|
|
2023
Q1 | – | Sell |
-932
| Closed | -$67K | – | 152 |
|
|
2022
Q4 | $67K | Buy |
+932
| New | +$67K | 0.03% | 147 |
|
|
2020
Q1 | – | Sell |
-16,993
| Closed | -$1.43M | – | 57 |
|
|
2019
Q4 | $1.43M | Buy |
+16,993
| New | +$1.43M | 0.77% | 32 |
|