FW
FirstPurpose Wealth’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.14M | Buy |
128,649
+5,976
| +5% | +$425K | 3.32% | 5 |
|
|
2023
Q4 | $9.02M | Buy |
122,673
+12,763
| +12% | +$939K | 3.44% | 5 |
|
|
2023
Q3 | $7.67M | Buy |
109,910
+8,383
| +8% | +$585K | 3.31% | 4 |
|
|
2023
Q2 | $7.38M | Buy |
101,527
+7,253
| +8% | +$527K | 3.16% | 4 |
|
|
2023
Q1 | $6.96M | Buy |
94,274
+2,179
| +2% | +$161K | 3.43% | 4 |
|
|
2022
Q4 | $6.62M | Buy |
92,095
+26,218
| +40% | +$1.88M | 3.69% | 4 |
|
|
2022
Q3 | $4.7M | Buy |
65,877
+4,472
| +7% | +$319K | 3.1% | 6 |
|
|
2022
Q2 | $4.62M | Buy |
61,405
+3,966
| +7% | +$298K | 3.11% | 6 |
|
|
2022
Q1 | $4.57M | Buy |
57,439
+15,274
| +36% | +$1.21M | 3.56% | 6 |
|
|
2021
Q4 | $3.57M | Buy |
+42,165
| New | +$3.57M | 2.24% | 7 |
|