FPW
Flagship Private Wealth’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
19,701
-4,063
| -17% | -$299K | 0.62% | 29 |
|
|
2025
Q1 | $1.75M | Sell |
23,764
-2,807
| -11% | -$206K | 0.83% | 26 |
|
|
2024
Q4 | $1.91M | Sell |
26,571
-1,268
| -5% | -$91.2K | 0.92% | 25 |
|
|
2024
Q3 | $2.09M | Sell |
27,839
-5,390
| -16% | -$405K | 1.08% | 22 |
|
|
2024
Q2 | $2.39M | Sell |
33,229
-5,354
| -14% | -$386K | 1.42% | 19 |
|
|
2024
Q1 | $2.8M | Sell |
38,583
-3,576
| -8% | -$260K | 1.81% | 16 |
|
|
2023
Q4 | $3.1M | Sell |
42,159
-873
| -2% | -$64.2K | 2.39% | 13 |
|
|
2023
Q3 | $3M | Sell |
43,032
-1,845
| -4% | -$129K | 2.64% | 11 |
|
|
2023
Q2 | $3.26M | Sell |
44,877
-164
| -0.4% | -$11.9K | 2.7% | 12 |
|
|
2023
Q1 | $3.33M | Sell |
45,041
-167
| -0.4% | -$12.3K | 2.97% | 12 |
|
|
2022
Q4 | $3.25M | Sell |
45,208
-252
| -0.6% | -$18.1K | 3.04% | 10 |
|
|
2022
Q3 | $3.24M | Buy |
45,460
+367
| +0.8% | +$26.2K | 3.35% | 7 |
|
|
2022
Q2 | $3.39M | Sell |
45,093
-54
| -0.1% | -$4.06K | 3.29% | 8 |
|
|
2022
Q1 | $3.59M | Buy |
45,147
+76
| +0.2% | +$6.05K | 2.94% | 10 |
|
|
2021
Q4 | $3.82M | Sell |
45,071
-479
| -1% | -$40.6K | 2.79% | 11 |
|
|
2021
Q3 | $3.89M | Buy |
45,550
+1,058
| +2% | +$90.4K | 3.11% | 9 |
|
|
2021
Q2 | $3.84M | Buy |
44,492
+3,279
| +8% | +$283K | 2.92% | 10 |
|
|
2021
Q1 | $3.49M | Buy |
41,213
+10,467
| +34% | +$886K | 2.91% | 10 |
|
|
2020
Q4 | $2.69M | Buy |
+30,746
| New | +$2.69M | 2.5% | 11 |
|